Invite your team

Everyone who works in Bilify should have their own login, so the activity log shows who did what and each person sees only what their role allows. This page shows how to invite someone. Owners and Admins can invite.

Before you start#

• Check your member limit. Each package allows a number of team members, and you count as one. On a package with a single member you cannot invite anyone until you change plan; see Usage limits.
• Pick the role. In short: Admin can do everything except manage billing, Accountant works with documents, clients, expenses and reports but not company settings, Employee creates and edits drafts and clients but cannot issue. The full list is in Roles and permissions.
• Employees who only work shifts and never sign in do not need an invitation. Add them as employees instead.

Send the invitation#

Invite people from the Members page. Each person gets their own login.

Type the person's email address.

Choose a role. Accountant sees documents, expenses and reports but not company settings.

Click Send invite. They join right away and get an email with a link to sign in.

The new member is now in the list with the role you picked.

Next

Done

That is everything. You can replay it any time.

Start over

1. Invite people from the Members page. Each person gets their own login.

2. Type the person's email address.

3. Choose a role. Accountant sees documents, expenses and reports but not company settings.

4. Click Send invite. They join right away and get an email with a link to sign in.

5. The new member is now in the list with the role you picked.

1. Step 1: Invite people from the Members page. Each person gets their own login.
2. Step 2: Type the person's email address.
3. Step 3: Choose a role. Accountant sees documents, expenses and reports but not company settings.
4. Step 4: Click Send invite. They join right away and get an email with a link to sign in.
5. Step 5: The new member is now in the list with the role you picked.

1. Open Members in the sidebar.
2. Under Invite a member, type the person's Email address.
3. Choose a Role.
4. Click Send invite.

The person appears under Current members straight away. There is no pending state: they are a member from this moment, with the role you chose.

What the invited person receives#

The email subject is "You have been invited to join your company on Bilify". What happens next depends on whether they already have a Bilify account:

A new member's display name starts as the part of their email before the @ sign. They can change it under Account, see Account and security.

If something goes wrong#

• "This person is already a member." The email already belongs to a member of this company.
• "You have reached your plan's member limit." The package is full. Remove someone or change plan.
• The email did not arrive. Ask them to check spam, then look in Settings > Email log to see whether it was delivered. See Email log.
• Wrong role. Change it in the member list at any time; see Members.