The Billing permission preset includes viewing, requests, and billing management, but its document-upload permission is off. A billing teammate may be able to discuss an issue without being able to upload a supporting file.
An owner or administrator should review the person’s actual responsibilities in Settings, then Team. Check the role, preset, and selected services together. Do not infer upload authority from access to an invoice or payment page.
If the person needs a different combination of actions, choose the supported access configuration that fits and confirm the saved result. Avoid assigning broad administrative access simply to resolve one missing upload action. Another authorized team member can supply a document through the correct private workflow while access is being reviewed.
If the teammate can upload in one area but not another, provide the exact pages when asking for help. File type, company scope, and service activation can also affect an upload. Do not put payment-card details or reusable credentials into a request just to compensate for the unavailable attachment control.
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