The Accountant Console offers easy access to manage Users. Follow these steps to add, remove, or edit the access of Console Users on Clients accounts from the console.

Jump to:

• Add a console user to a client
• Assign multiple console users to the same role in a client
• Edit a console user role in a client
• Remove a console user from a client

Add a console user to a client

1. Login to the client account
2. Select Settings
3. Select Users under Roles & Permissions
4. Select New
5. Enter your team member's information
   • First name
   • Last name
   • Email address
   • Time Zone
   • Select a role
6. If the email domain of the new user matches yours, check the box This person belongs to 'name of accounting firm' if you want to add the new user to the console as a Team Member automatically.
   • If you check this box, please allow up to 5 minutes for the user to appear on the console
   • This is important to avoid possible extra charges if the user is also a console team member that you have not added to the console yet
   • If the user is already on the console, leave this box unchecked
7. Select Save
8. Select the email preferences for this user:
   • Whether this team member receives emails immediately for each new task that requires their attention
   • Frequency of To-Do List summary options
     • Daily (Monday-Friday)
     • Weekly; you select the day of the week
     • Monthly; you select the date(s) of the month
     • Never
   • Each user can also customize their own email preferences once they log in

Assign multiple console users to the same role in a client

1. Log in to Bill.com
2. Select Manage Console
3. Select the Company Name of the client you'd like to update
4. Select the edit icon
5. Choose the New Client Role above the list of Users
6. Check Enable next to the Users you'd like to assign this Role
7. Scroll to the bottom of the page and select Save

Edit a console user role in a client

1. Log in to Bill.com
2. Select Manage Console
3. Select the Company Name of the client you'd like to update a users role in
4. Select the edit icon
5. Choose the New Client Role next to the user's name
6. Check Enable next to the new client role
7. Scroll to the bottom of the page and select Save

Remove a console user from a client

1. Log in to Bill.com
2. Select Manage Console
3. Select the Company Name of the client you'd like to update
4. Select the edit icon
5. Uncheck the Enable box next to the User you'd like to remove from the client
6. Scroll to the bottom of the page and select Save