Assigning an Administrator when setting up a new Client account

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.

Assigning an Administrator for a New Client Account

  1. Log in to Bill.com
  2. Click Manage Console
  3. Click Add Client Company
  4. Complete the required fields
  5. The Company Administrator will display your name by default
  6. Use the drop-down to assign the Administrator role to another Console User
  7. 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