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
A manager is similar to an Owner.
They cansee all documents
add other team member
edit business details
buy a Subscription
Employee
see 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)
Go to Settings - My Team
Click on New team member
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.
If you need additional team members beyond the 10 included in the PREMIUM plan, please contact our support team.