Available roles
Owner - the account creator. Can manage everything: documents, team members, business details, and subscriptions. There can only be one owner per account.
Manager - similar to the owner. Can see all documents, add or remove team members, edit business details, and buy a subscription.
Employee - has limited access. Can only see and work on documents they created themselves.
Accountant - a special role for bookkeepers. Has access to invoices and expenses for export purposes only. Cannot be combined with other roles.
Note: If a manager can't see older invoices created by an employee, log out of Billdu and log back in - the documents will appear after signing in again.
How to change a team member's role
Web only:
Log in to the Billdu website
Go to Settings - My Team
Click on the team member whose role you want to change
Select a new role from the dropdown
Save your changes
Note: Role changes can only be made on the Billdu website, not in the mobile app.
Things to keep in mind
The owner role cannot be transferred to another user
Employee accounts cannot see documents created by other team members
Every team member signs in with their own email address
Each team member can have their own signature, which appears on documents they create - set this under Settings - My Team on the website
Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.