Adding a new user

Users with permission to Manage Users can enable other people to access the Bill.com account by adding them as users.

Add a user

  1. Click the Invite your team members link, displayed under Do more with Bill.com
    Invite Team Members
  2. Click Invite team
  3. Enter the user's information, select a Role, and click Save
  4. Designate the email preferences for this user:
    • To receive emails immediately for certain situations
    • Frequency of To-Do List summaries

The new user will be sent an email with instructions to activate their account, including creating a password.

Alternatively, follow these steps:

  1. Click the gear icon
  2. Under Permissions, click Users
  3. Click New
  4. Enter the user's information, select a Role, and click Save
  5. Designate the email preferences for this user:
    • To receive emails immediately for certain situations
    • Frequency of To-Do List summaries

The new user will be sent an email with instructions to activate their account, including creating a password.