You can add your Team Members to help with Console management in a few easy steps. You can even manage each Team Member's access to clients without having to login to each client separately.

Note: To avoid extra charges if you add the user directly to the client account incorrectly, best practice is to add your Team Member directly to the console, and grant them access to clients following the steps below.

Jump to:

• Add a Team Member to the Console
• Add a user to a client account
• Single Team Member access to multiple accounts
• Multiple Team Members access to a single client account
• Remove access to client accounts for a single Team Member
• Remove access to single client account for multiple Team Members
• Things to Know

Add a Team Member to the Console

1. Log in to Bill.com
2. Select Manage Console
3. Hover over the gear icon and select My Staff
4. Select New
5. Enter Team Member details
   • Role: Set the role as either Console Admin or Team Member based on the user's responsibilities. Here is a summary of role privileges:

7. Select Save

We will send your Team Member an email notification detailing the steps to complete setup.

Add a user to a client account

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 the new user to also be added to the console as a Team Member automatically
   • 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. Designate 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 are able to log in

Single Team Member access to multiple accounts

Quickly manage newly created Console Users and update existing Team Member's access to client accounts.

1. Log in to Bill.com
2. Select Manage Console
3. Hover over the gear icon and select My Staff
4. Select your Team Member's name
5. Select edit
6. Under Client Access:
   • If you are adding your Team Member to all client accounts with the same role, select the role from the New Client Role drop-down list
   • If you are adding your Team Member to only selected client accounts, select the role for your Team Member per client account
7. Select Save

Multiple Team Member access to a single client account

Bulk manage Team Member access to client accounts.

1. Log in to Bill.com
2. Select Manage Console
3. Select on the client account company name
4. Select edit
5. Under Client Access, select the New Client Role next to your team members you want to add to the client account
6. Select Save

Remove access to client accounts for a single Team Member

1. Log in to Bill.com
2. Select Manage Console
3. Hover over the gear icon and select My Staff
4. Select your Team Member's name
5. Select edit
6. Under Client Access, unselect Enable next to your Team Member you want to remove access for
7. Select Save

Remove access from a client account for multiple Team Members

1. Log in to Bill.com
2. Select Manage Console
3. Select on the client account company name
4. Select edit
5. Under Client Access, unselect Enable next to your Team Member you want to remove access for
6. Select Save

Things to Know

• Best practice is to add your Team Member directly to the console, and grant access to clients following the steps above, to avoid extra charges if the user is added to the client incorrectly
• Role options include the default user roles, as well as all custom roles that already exist in the Console
• It may take a few minutes for any changes to complete. Refresh the page after a few minutes to see updated information
• The audit trail of any user in the client accounts shows the user was updated by "System" if you grant or remove access from within the console