When a new client is added to the Console, the User adding the client will be assigned the role of Administrator on the client account by default. Follow these steps to assign a different Console User as the Administrator to the client account when the account is created.
Assign an Administrator for a New Client Account
- Log in to Bill.com
- Click Manage Console
- Click Add Client Company
- Complete the required fields
- The Company Administrator will display your name by default
- Use the drop-down to assign the Administrator role to another Console User
- Click Save
Things to know
- After clicking Save, you will not have access to this new Client Account unless the assigned Administrator adds you as a User