Staff and contractors are added separately, since BillGrid treats them a little differently.
- Open Staff & contractors from the account menu.
- Click Add staff for an employee, or Add contractor for a contractor.
- Fill in their details. A temporary password is generated so they can log in right away — share it with them however you normally would.
- Check Grant access to all clients if they should work with every client (see below).
If someone needs their invite resent, use the Resend invite action from the staff list.
What staff can see
Admins see everything. Staff and contractors work only with the clients they have access to: those are the clients in their Clients list, in the client and project picker on invoices and estimates, and on their timesheets. The Invoices, Estimates and Expenses lists and your reports still show the whole company's work.
- Grant access to all clients gives them every client you have today, archived ones included, and every client you add from then on. You can turn it on later with Edit on the staff list.
- Turning it off stops new clients being added for them. It doesn't take away access they already have.
- You can't yet pick individual clients for someone. If you need that, use Ask a question below and let us know.