✔ Bill.com Access for Chris
Completed by Jenna M.
- Assigned to
-
Chris Z.
Jenna M.
Vania J.
- Notes
-
Hi
Vania
I just spoke with the support team at Bill.com. They said that you are the Administrator on the Bill.com account and Chris is not even added as a user. No wonder I couldn't reset his password LOL!We will need you to add Chris as a user.If you no longer have your login info, will you please coordinate a time with KDM to get the link to reset your password?
- Select Settings
- Select Users under Roles & Permissions
- Select New
- Enter your team member's information
- First name
- Last name
- Email address
- Time Zone
- Select a role
- Note: on Subscription-Free basic accounts, the only role available is Administrator
- If you are adding a user to a client on an accountant's console, and the email domain of the new user matches yours, check the box This person belongs to 'name of accounting firm' if you want the new user to also be added to the console as a Team Member automatically
- If you check this box, allow up to 5 minutes for the user to appear on the console
- This step is important to avoid possible extra charges if the user is also a console team member that you haven't added to the console yet
- If the user is already on the console, leave this box unchecked
- Select Save
You can also check this article: https://help.bill.com/direct/s/article/115005300623#add-a-userPlease let me know if you need anything. Thanks so much, V!
Comments & Events
Jenna Maschino,
Senior Support Specialist
Vania
Jenna Maschino completed this to-do.