Inviting Team Members
Inviting Team Members
To add team members to your organization's Billables account, visit the Teams tab on the Settings page:
Click Send Invites to create accounts for new team members. You can assign different roles to each user:
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Admin: Ability to set org-level permissions for billing preferences and to edit billing codes
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Billing Code Editor: Ability to add, edit, or delete billing codes on behalf of the org
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For Clio users, no billing code editors are necessary since they are automatically synced from Clio.
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Member: No org-level editing access
Invited members will receive an email with instructions to Accept their invitation: