Based on your subscription, you can add more team members to your account.
A user can have an Owner or an Employee role.
An Owner is similar to an Account owner but can't buy a subscription or create new companies. An Owner can see all documents, add users and edit company details
An Employee sees only documents created by him/herself. The access is restricted to simple document creation. You can also restrict users from seeing/accessing specific businesses. If you have e.g., two companies and select only one of them, the user won't be able to see any data from the other company
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.
Go to Settings - My Team
Enter Name and Email of the user and other information if necessary
Choose a User role - Employee or Owner- Both roles can be assigned from an Owner. An Owner can be created just by the Account owner
Select which Businesses can the user access under Access to businesses
Click on Invite or Send invitation
An email message "Please join my company at Billdu" will be delivered to the given email address with a link. The user will be prompted to enter a password, thus creating and linking the account to yours.
How to add a team member on a mobile device:
Remove team members
Navigate to Settings - Team members
On the mobile device edit the team member and click on Delete user
On the website click on the Delete button
Please note that this action DOES NOT log out a user from a mobile device. If your team member used a mobile device, also disconnect the device from your Billdu account. This can be done on the Billdu website under Settings - My team - Mobile devices