Inviting people and choosing roles
What Owners, Admins and Members can each do, and how invitations work.
Settings → People holds your teammates, your pending invitations, and their roles.
Roles
There are three roles, and each one can do everything the role before it can do.
Member | Admin | Owner | |
|---|---|---|---|
Create and edit accounts, contacts, leads, projects, offers, invoices | ✓ | ✓ | ✓ |
Delete records | ✓ | ✓ | |
Change workspace settings | ✓ | ✓ | |
Manage bank accounts and Stripe | ✓ | ✓ | |
Refund an invoice | ✓ | ✓ | |
Invite and remove people | ✓ | ✓ | |
Change someone’s role | ✓ | ||
✓ | |||
Import invoices | ✓ | ||
✓ | |||
Delete the workspace | ✓ |
Sending an invitation
An invitation takes an email address and a role, Admin or Member. Owner isn’t an invite option, so promote someone after they’ve joined if you need a second owner.
The invitation link is valid for 7 days. If it expires, send another.
People without a Billow account set a password from the invitation link and verify their email before joining. People who already have one sign in.
Seats and your plan
Your plan sets how many people can be in a workspace.
Pending invitations take up a seat, accepted or not. Revoking a stale invitation frees the seat.
At the limit you’ll see: “Your plan has reached its member limit. Upgrade to invite more people.”
Removing people
Admins can remove members. Two things are protected:
You can’t remove yourself. Use Leave workspace instead.
The last owner can’t be removed or demoted. Promote someone else first.
Removing someone takes away their access. Everything they created stays exactly where it is.
Belonging to several workspaces
One Billow account can be a member of several workspaces, and you switch between them from the sidebar.
Creating a second workspace isn’t possible. A workspace is created once, when you sign up. Any others you’re in are ones you were invited to.
