You can add team members from your company to Billsby, making it easy for you to manage your account with the help of your team. The number of teammates that you can add depends on your Billsby plan. The Core plan includes 5 teammates, the Pro plan includes 25 and the Custom plan includes unlimited.
For the time being, all of your teammates will be granted the same permissions, the ability to assign different levels of access is a feature that we will be releasing very soon.
Add a teammate
To add a teammate, simply select your company name icon in the bottom left hand corner of the screen. Then, hit the 'Teammates' button to launch the teammates modal.
Here, you can input the details of the teammate you wish to add. Simply input their first and last name, followed by their chosen email address.
Once their details have been submitted correctly, we will send them an email inviting them to the team. The invite link will remain valid for 72 hours.
Viewing your teammates
Once you have more than one other person using the platform, you are able to view your 'Existing Teammates.' Likewise, if the email invite has yet to be accepted, you can see this in the 'Pending Invitations' section.
To revoke the access of one of your teammates, simply locate the teammate in question and click the 'Revoke Access' button next to their name.
Please note that removing access for a teammate will not remove their access from any other companies you may have on Billsby.
Manual updates to allowance usage
By default, your customers allowance usage can be updated by yourself and teammates manually as well as using the API. If you do not want teammates to be able to update a customer's allowance usage manually, you can configure this by navigating to Settings > Configuration > Allowances.
Updated about 2 months ago