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Inviting Team Members

Inviting Team Members

To add team members to your organization's Billables account, visit the Teams tab on the Settings page:

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Click Send Invites to create accounts for new team members. You can assign different roles to each user:

  • Admin: Ability to set org-level permissions for billing preferences and to edit billing codes

  • Billing Code Editor: Ability to add, edit, or delete billing codes on behalf of the org

    • For Clio users, no billing code editors are necessary since they are automatically synced from Clio.

  • Member: No org-level editing access

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Invited members will receive an email with instructions to Accept their invitation:

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