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Invite a team member or accountant

Add colleagues or your accountant to your Billdu account so they can access and work with your documents.

User roles explained

Every person you invite gets assigned a role. Here is what each role can do:

Owner

  • The account creator has full access to everything

Manager

  • Can see all documents

  • Can add other team members

  • Can edit business details

  • Can buy or manage a subscription

Employee

  • Can only see and access documents they created themselves

  • Access is limited to basic document creation

Accountant

  • Read-only access designed for bookkeepers and accountants

  • Cannot be combined with any other role

  • Has a separate account type within Billdu

Invite a team member

  1. Switch to the business you want to add the team member to (if you have more than one)

  2. Go to Settings - My Team

  3. Click New team member

  4. Enter the person's name and email address

  5. Select their role - Employee or Manager

  6. Click Invite (or Send invitation)

What happens next:

  • If the person is new to Billdu, they will receive an email and be prompted to create an account

  • If they already have a Billdu account, they will gain access immediately

Invite a bookkeeper or accountant

  1. Go to Settings - My Team

  2. Click Add a new team member

  3. Select the role Accountant

  4. Enter their email address

  5. Click Invite (or Send invitation)

What happens next:

  • If they are new to Billdu, they will receive an invitation email and be prompted to set a password and create an account

  • If they already have a Billdu accountant account, click Assign accountant to confirm the connection - their accounts will link automatically

How to remove team members

  • Switch to the business where the team member has access (if you have more)

  • Navigate to Settings - My team

  • App: Edit the team member and click on Delete team member

    Website: Click on the Delete button

Note: In the invoice list and document timeline, you can see which team member created each document.

Note: Each team member can have their own signature, which appears on documents they create. Signatures can be added under Settings - My Businesses - Signature or via Settings - My Team on the website.

Note: The Premium plan includes up to 10 team members. If you need more, contact our support team.

Related Articles
Team member details
Add a team member
Invite a bookkeeper/accountant
Accountant's account
Create your Billdu account
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