Add custom roles in the Console and sync it to all client accounts.

Creating custom role

1. Log into Bill.com, click Manage Console
2. Hover over the gear icon, click Manage Custom Roles 
3. Click New
4. Enter a name for the role, ideally, the name should describe the permissions available
   
   • Can not be edited after role is saved
5. Select the Auto sync role to client accounts box                                                                                                      
6. Select the attributes the custom role should have
7. Click Save

The custom role will be added to all client accounts within the next few minutes. Any new clients added in the future will automatically have the custom role if the Auto sync role to client accounts is checked.

Things to know

• Console custom role will sync to all clients listed under console
• Console custom role will update existing custom role in client account's with the same role name, it will not duplicate
• Editing the console custom role will update the role in all accounts
• Editing a console custom role in the client account will not update the role in any other accounts
• If making an edit to the console custom role in a client, future edits to the console custom role in the console will override any changes made to the role in the client
• After the role has synced to clients, unchecking the Auto sync role to client accounts box will not remove the role from clients
• Console custom role name can not be edited after saving
• Audit trail of custom role in client accounts will show the role was created or edited by system
• Custom roles cannot be inactivated/deleted

Resources

• Custom User Roles
• Add a staff member to your Console
• Client account access for staff member