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Adding a new user

Users with permissions to Manage Users can allow other people to access the Bill.com account by adding them as users.

Adding a user

  1. Hover over the Gear icon, then click Settings
  2. Under Permissions, click Users
  3. Click New
  4. Enter in the user's information, select a Role and click Save
  5. Designate the email preferences for this user:
    • To receive emails immediately for certain situations
    • Frequency of To-Do List summaries

The new user will get an email with a link to create a password.

Resources

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