Admin setup must first be completed before starting the user onboarding steps below. For instructions on the Admin setup for Billables AI, visit the IT Admin article.
In many cases, users are able to onboard completely on their own. When should MSPs onboard individuals?
- If users are prohibited from installing software locally to their computer
- If users don't have admin access for their computer
- If the firm would like / prefer one-on-one onboarding to ensure complete integration setup
How to Onboard New Users to Billables AI
- Confirm users have received an invitation to create their Billables AI account. Invitations can be issued via an administrator at the firm or from a Billables AI representative. Users will receive invitations via email similar to the below:
- Once the user has accepted their invitation and created their account, have them log in and go to the Integrations page. Then, click to enable the integrations for their relevant tech stack.
We recommend enabling at least 1 integration from each of the following workflows:
- Email: Microsoft or Google
- Calendar: Microsoft or Google
- Video Calls: Teams, Zoom, Google Meet
- VOIP Calls: Teams, Zoom, RingCentral
- Browser: Chrome or Edge
- Documents: SharePoint/OneDrive, Word/Excel Add-in & Macro, or Adobe Acrobat - Timekeepers can capture their activity in Microsoft Word & Excel via our application monitoring (preferred) or via the Billables Add-In.
- Application monitoring setup occurs at the user level and requires no organization level authorization. For more on the user level setup for application monitoring, please visit Application Monitoring via the Desktop App for Microsoft Word & Excel.
- However, capturing Word and Excel activity via the Billables Add-in and Macro does require organization level authorization. For more on deploying the Billables Add-in, please see Microsoft Docs Add-In.
Questions? Reach out to support@billables.ai for help.