Skip to content
Submit a Ticket
  • There are no suggestions because the search field is empty.

Adding or Removing Users from the Billables AI Microsoft Add-in

 

Enabling the Add-in for New Users (IT Admins)

Note: this is only necessary if you had previously enabled the Add-in for select users only. If you had previously enabled the Add-in for all members of your organization, the Add-in should automatically show up for all users in the firm.

  1. Go to the Apps page in the Microsoft 365 Admin Center and select the Billables AI Assistant app:

  2. Click on the Users tab:

  3. Select which users to install the Add-In for.

    1. If you plan on onboarding most members of the firm, we recommend choosing 'entire organization' to avoid having to repeat this step for new users that join.

    2. If you only want to Billables to be used for select users, you can specify users or groups.

  4. Users should start to see the Add-in automatically show up in their Word and Excel programs within 24-hours. It will show up in the toolbar (example below):

  5. Proceed to install the Macros which activates the Add-in automatically for each doc (so users won't have to manually activate it). 

 

Removing users from the Add-In

 

  1. Go to the Apps page in the Microsoft 365 Admin Center and select the Billables AI Assistant app:

  2. Click on the Users tab:

  3. Select which users to uninstall the the Add-In for: