Adding users to help with Console management can be accomplished in a few easy steps.
- Log in to Bill.com and click Manage Console
- Hover over the gear icon and click My Staff
- 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: