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
Switch to the business you want to add the team member to (if you have more than one)
Go to Settings - My Team
Click New team member
Enter the person's name and email address
Select their role - Employee or Manager
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
Go to Settings - My Team
Click Add a new team member
Select the role Accountant
Enter their email address
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
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.
Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.