Adding a staff member to the Console

Adding Users to help with Console management can be accomplished in a few easy steps.

Adding a User

  1. Log in to Bill.com
  2. Click Manage Console
  3. Hover over the gear icon and click My Staff
  4. Click New
  5. Enter staff member details:
  • Email Address: The Staff member's email address must be the same as used in the Client account
  • Role: Set the role as either Console Admin or Team Member based on the Staff Member's responsibilities
  1. Click Save

The Staff Member will be sent an email notfication detailing the steps to complete the User setup.