Adding Users to help with Console management can be accomplished in a few easy steps.
Adding a User
- Log in to Bill.com
- Click Manage Console
- Hover over the gear icon and click My Staff
- Click New
- 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
- Click Save
The Staff Member will be sent an email notfication detailing the steps to complete the User setup.