Inviting Team Members

Invite team members to help manage invoices in BillerPlus.

Who can invite members?

Only users with the Admin role can invite new team members.

Sending an invitation

1. Go to Team in the sidebar
2. Click Invite Member
3. Enter their email address
4. Select their role (Admin, Reviewer, or Viewer)
5. Optionally assign specific inboxs
6. Click Send Invitation

The invitee receives an email with a link to accept and create their account.

Invitation status

Track invitations in the Team page:

• Pending — Invitation sent, not yet accepted
• Accepted — User has joined your account
• Expired — Invitation link has expired (resend if needed)

Resending invitations

If an invitation expires or gets lost:

1. Find the pending invitation in the Team page
2. Click Resend
3. A new invitation email is sent

Canceling invitations

To cancel a pending invitation:

1. Find the invitation in the Team page
2. Click Cancel or delete the invitation

What happens when they accept?

When a team member accepts an invitation:

1. They create their password
2. They’re added to your company account
3. They can access the dashboard based on their role
4. They see only the inboxs assigned to them (if restricted)