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Manage custom roles in Console

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 Manage_custom_roles.png
  3. Click New
  4. Enter a name for the role, ideally, the name should describe the permissions available
  5. Select the Auto sync role to client accounts box                                                                                                      Sync_role_to_client_accounts.png
  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
  • Audit trail of custom role in client accounts will show the role was created/edited/inactivated by system

Resources

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