Team Management

Use Team to manage the people who can access your company in EasyBill. Water companies show the water staff workflow; real-estate companies show the Team Members workflow.

Open Team

1. Sign in to EasyBill.
2. Open the company you want to manage.
3. Select Team from the secondary navigation.
4. Search the list before adding a new person.

Invite a team member

1. Select Invite User, Add Staff, or the add action shown by the app.
2. Enter Email.
3. Enter Full Name or first and last name, depending on the form.
4. Enter Phone if required by your company.
5. Enter Title or position if the form asks for it.
6. Choose a role.
7. Select Send Invite or Save.
8. Confirm the new user appears in the team list.

Review a team member

1. Open Team.
2. Search for the team member.
3. Open the row.
4. Review email, phone, title, role, status, joined date, and last active date if shown.
5. Open Activity if your workspace shows staff activity.

Update details

1. Open the team member record.
2. Select Edit Details or edit the fields shown in the detail panel.
3. Update phone or title when needed.
4. Save.
5. Reopen the record and confirm the update.

Manage access

1. Open the team member record.
2. Use Permissions to adjust access when your role allows it.
3. Use Revoke Access for active users who should no longer sign in.
4. Use Reactivate for disabled users who should regain access.
5. Use Resend Invite for invited users who have not joined.

Note

Only give users the access needed for their job. Payment, billing, settings, and team permissions should be limited to trusted roles.