Managing Console Team Members and access to clients

You can add your Team Members to help with Console management in a few easy steps. You can even manage each Team Member's access to clients without having to login to each client separately.

Note: Best practice is to add your Team Member directly to the console, and grant them access to clients following the steps below, to avoid extra charges if you add the user directly to the client account incorrectly.

Add a Team Member to the Console

1. Log in to Bill.com
2. Click Manage Console
3. Hover over the gear icon and click My Staff
4. Click New
5. Enter Team Member details
   • Role: Set the role as either Console Admin or Team Member based on the user's responsibilities
6. Click Save

We will send your Team Member an email notification detailing the steps to complete setup.

Single Team Member access to multiple accounts

Quickly manage newly created Console Users and update existing Team Member's access to client accounts.

1. Log in to Bill.com
2. Click Manage Console
3. Hover over the gear icon and click My Staff
4. Click your Team Member's name
5. Click edit
6. Under Client Access:
   • If you are adding your Team Member to all client accounts with the same role, select the role from the New Client Role drop-down list
   • If you are adding your Team Member to only selected client accounts, select the role for your Team Member per client account
7. Click Save

Multiple Team Member access to a single client account

Bulk manage Team Member access to client accounts.

1. Log in to Bill.com
2. Click Manage Console
3. Click on the client account company name
4. Click edit
5. Under Client Access, select the New Client Role next to your team members you want to add to the client account
6. Click Save

Remove access to client accounts for a single Team Member

1. Log in to Bill.com
2. Click Manage Console
3. Hover over the gear icon and click My Staff
4. Click your Team Member's name
5. Click edit
6. Under Client Access, unselect Enable next to your Team Member you want to remove access for
7. Click Save

Remove access from a client account for multiple Team Members

1. Log in to Bill.com
2. Click Manage Console
3. Click on the client account company name
4. Click edit
5. Under Client Access, unselect Enable next to your Team Member you want to remove access for
6. Click Save

Things to Know