Add a team member

Adding and removing users/team members

Updated over a week ago

Based on your subscription, you can add one or more team members to your account. 

The creator of the account is the account Owner.

Additional team members can have a Manager or an Employee role or be an Accountant.

An Accountant's account differs from other accounts and can't be combined with other roles - learn more here.

  • Manager is similar to an Owner. They can

    • see all documents

    • add other team members

    • edit business details

    • buy a Subscription

    • add new team members

  • Employees

    • sees and access only documents created by themselves

    • access is restricted to simple document creation

How to add a team member

  • Switch to a business where you want to add the team member (if you have more)

  • Enter Name and Email of the user

  • Choose a User role - Employee or Manger

  • Click on Invite or Send invitation

  • An email will be delivered to the given email address.

    • If it's a new team member, they will be prompted to enter a name and creating an account at Billdu

    • If the user already exists, they will gain the access immediately

NOTE:

In the invoice list and Timeline, you can see which user created which invoice

Every user has its signature, which appears on invoices - it can be added under Settings - My businesses - Signature or by adding it to Settings - My team on the website.

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