Managing Console Users on Client Accounts from the Console

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.

Adding a Console User to a Client

  1. Log in to Bill.com
  2. Click Manage Console
  3. Click the Company Name of the client you'd like to update
  4. Click the edit icon
  5. Choose the New Client Role for the Console User
  6. Scroll to the bottom of the page and click Save

Assigning multiple Console Users to the same Role in a Client

  1. Log in to Bill.com
  2. Click Manage Console
  3. Click the Company Name of the client you'd like to update
  4. Click 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 click Save

Removing a Console User from a Client

  1. Log in to Bill.com
  2. Click Manage Console
  3. Click the Company Name of the client you'd like to update
  4. Click 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 click Save