The owner or an administrator for a Bizzly account can invite new team members to access your Bizzly account from the dashboard under Settings.
To add a new team member:
To add a new team member:
- From your Bizzly dashboard side menu, click Settings and then click Team
- Click the + New member button.
- Add the email address of the team member to invite to your Bizzly account.
- Select a role Administrator, Member or View only.
- Click the Invite team member button.
If the team member does not have a Bizzly login yet, they will be invited to create one and then can access the account. If they have an existing account, they will be prompted to log into Bizzly and can then switch between accounts.
Permissions
The creator of the business is set to the Owner role and has the highest permissions.
- Admin - Can access all areas of your Bizzly account including adding and removing team members (except the owner). This level of permission should only be given out occasionally to trusted people.
- Member - A team member has access to manage everything, view reports etc, however they are unable to access any settings.
View only - If you need to give access to someone such as your accountant, this might be a suitable role. It allows them to view all your quotes, invoices, reporting, and etc. However, they cannot access settings or create any new data.