You can invite your colleagues to your brand account so that you can collaborate and manage tasks together π§βπ€βπ§
Managing team member access and permissions in Billo is essential for ensuring smooth collaboration and secure handling of brand accounts, tasks, and resources.
If a team member cannot access brand information despite being added to the account, ensure they log in directly to Billo instead of using a Google account login. This simple step often resolves access issues.
Add a Teammate
Here's how to add a teammate to your brand account π
Head on over to Brand details > Users π₯
Brand details can be found on the left side of the window. Click the drop-down arrow beside your brand name.
Click on "Invite"
Input the email address of the teammate you want to invite π
Click on "Send invite" and your teammate should be notified π
If your teammate does not have their own Billo account, they will be sent a sign-up link so they can create their account π€
If your teammate has their own Billo account, they are informed that they now have access and can view the brand under 𧳠My Brands in their account
FAQ:
Why can't my teammate see my wallet credits?
Credits in Billo are stored in a wallet owned by the user who purchased them. By default, only the wallet owner can see and use these funds. To make credits visible and accessible to another team member, the wallet owner must reach out to Support, or Support will reach out to the brand and get confirmation to add a new user and get Shared Wallet access.
Can I revoke/cancel an invitation I sent?
Yes, you can revoke or cancel an invitation that was sent by mistake. While the Brand Role is listed as "Invited" you can press on the 3 dots, then Select "Remove"
Additionally, if an invite was not received or accepted initially, you can specify the email address to resend the invitation.
You can manage team member permissions to ensure they have appropriate access to Billing emails and Campaign update emails.
How do I remove a teammate from my brand?
To remove a teammate from your brand, please request this directly from our Customer Support team. You will need to provide the email address of the user you wish to remove. If the user does not need their entire account deleted but only wishes to be removed from specific brands, you can provide the list of those brands to facilitate the removal effectively.
Please provide the name of the brand and the email of the user that should be removed, and Billo Customer Support will take care of it. Removing a user will revoke their access to the specified brand accounts while their personal Billo account remains active.