How to add a team member

This guide explains how to invite team members to your Billdr account and control what they can access.

Written By Francois Jullien

Last updated 19 days ago

Note: Billdr support two roles, administrators or employees. Other roles, such as Project Managers, are coming soon (Q1 2026)

1. Where to Add Team Members

To add a team member:

  1. Navigate to the My Team page

  2. Click Add Team Member

  3. Select the role (Administrator or Employee)

2. Inviting another administrator

  1. Enter their email addresses

  2. They will receive an email with instructions to access their portal.

  3. The administrator will have the same access and control as the account owner

3. Inviting an employee

  1. Enter their name, phone number, and other relevant information.

  2. They will receive a text message to access their mobile portal.

  3. Employees do not need to log in or download an application.

  4. Best practice: Tell them to save the page to their home screen for fast access.

Pro Tip: If you are an administrator and want to understand how the employee portal works, it’s best to add yourself as an employee (for example, John Mobile) to try it out.

4. Controlling Permissions

At this time, you will have limited options.

All administrators have the same access level as the account owner, and all notifications are received by all administrators. Only the account owner can remove other administrators.

We are working on introducing more granular permissions by adding a Project Manager role in Q1 2026, which will limit access to specific projects.