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Add a staff member to your Console

Adding users to help with Console management can be accomplished in a few easy steps.

Add user

  1. Log in to Bill.com and click Manage Console
  2. Hover over the gear icon and click My Staff
  3. Click New and enter staff member details:
    • Email Address: Staff member email should be the same address used in Client Accounts
    • Role: Set the role as either Console Admin or Team Member based on the Staff Member's responsibilities. Here is a summary of role privileges: 
  4. Clicking Save will save settings and also send the Staff Member an email outlining their next steps for setup.

Resources

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