--- notionId: "1bcf0d27c7988064bb35cbf179c8f838" product: "account" cluster: "billing" intent: "account.billing-portal" docSlug: "billing-portal" task: "Open the VirtualPBX billing portal" title: "Open the VirtualPBX billing portal | VirtualPBX" meta_description: "Use the VirtualPBX Account Management Portal to quickly and easily set billing administrative rights, manage your VirtualPBX subscription, review billing and" answer: "Use the VirtualPBX Account Management Portal to quickly and easily set billing administrative rights, manage your VirtualPBX subscription, review billing and invoice data, or request help from our team!" audience: "billing" updated: "2026-09-24" legacy: [] headings: [{"depth":2,"text":"Log In to the Portal","id":"log-in-to-the-portal"},{"depth":2,"text":"Set Up User Roles and Permissions","id":"set-up-user-roles-and-permissions"},{"depth":2,"text":"Manage Billing Information","id":"manage-billing-information"},{"depth":2,"text":"Manage Products in the Portal","id":"manage-products-in-the-portal"},{"depth":2,"text":"Request Assistance from VirtualPBX","id":"request-assistance-from-virtualpbx"},{"depth":2,"text":"How to Request Cancellation For Your Account","id":"how-to-request-cancellation-for-your-account"}] lint: ["answer-first"] --- [https://www.youtube.com/watch?v=B7OxZtqrrtI](https://www.youtube.com/watch?v=B7OxZtqrrtI) Table Of Contents ## Log In to the Portal

  1. Access the Login Page for the VirtualPBX Account Management Portal at manage.virtualpbx.com

  2. Choose Your Authentication Method:

    Log In to the Portal Click on Your authentication method of choice and log in securely. Log In to the Portal
## Set Up User Roles and Permissions

  1. Navigate to the "User Management" Section within the portal.

  2. Create a user and assign roles to each team member based on their required access:

    Set Up User Roles and Permissions

  3. Save Changes to ensure permissions are correctly applied.

## Manage Billing Information Manage Billing Information

  1. Go to the Billing Section from the main dashboard.

    Manage Billing Information

  2. Here you can update Payment Information:

  3. You can also update your billing and shipping information here by clicking on “Update Information”.

    Manage Billing Information Manage Billing Information

  4. Review Invoices:

## Manage Products in the Portal

  1. Go to the Products Section within the dashboard.

  2. Access the Admin Portal (if applicable):

  3. Edit Product Settings based on your subscription level.

## Request Assistance from VirtualPBX

  1. Locate the Request Assistance Box within the dashboard.

    Enter Your Request Details in the provided field. Request Assistance from VirtualPBX

  2. Enter Your Request Details in the provided field.

    Request Assistance from VirtualPBX

  3. Submit the Request:

## How to Request Cancellation For Your Account

  1. Find the cancel button on the dashboard.

  2. Select Cancel Account if you wish to terminate the account.

  3. Follow the Prompts to confirm or submit your request.