[{"question":{"category_id":1368782,"account_id":12867,"created_at":"2023-05-16T15:19:43.000Z","tag_names":["add user","add user account","biller genie roles","control panel users","disable user","granular permissions","managing users","multi user account","reactivate user","remove user","settings manager","superuser","team members biller genie","user access","user permissions","user roles"],"answer_sample":"Biller Genie supports multiple users on one account. This article covers everythi","long_answer_sample":"Biller Genie supports multiple users on one account. This article covers everything you need: adding new users, editing them, disabling them when someone leaves, the seven granular permission roles Biller Genie offers, and the constraints around the SuperUser role. All user management happens at Control Panel \u0026gt; Users. To make changes, you need th","language_id":1,"id":1957844,"last_published_date":"June 22nd, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/JT?bg=f1ba57\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/fc4f4b69f7e4a4303f236ed2e8c96854.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Juan Tobon","indexable_body":"biller genie supports multiple users one account. article covers everything need adding new users, editing them, disabling someone leaves, seven granular permission roles offers, constraints around superuser role. user management happens control panel \u0026gt; users. make changes, step 1. go click add user. 2. enter user's first name, last email address. create 3. receives confirmation address entered. link verify set password. confirm, account created log in. arrive, can resend record. login will require setting password (recommended) enabling two-factor authentication. id open record, edit. edit disable toggle (on only), (if plan includes permissions). yourself, change totp / authentication setup. username (email address) read-only every user, including one. team member's changed, workflow old — way existing flow binds human. (when leaves) member leaves company, immediately revoke access. deleted kept record historical actions (invoices payments processed etc.) still attribute correctly. update disabled immediately. active session invalidated next request genie, longer re-enabling reactivate previously back off. reactivation done superuser. settings manager intentional, prevent non-superuser cause. permissions offers roles. assigned combination them. restrictive (a dashboardviewer see dashboard nothing else); others additive (you give reportviewer + addonsconfigurator without making superuser). role grants super full access automatically another roles, view settings, branding, customer defaults, invoice defaults manage (only can). add-ons installer install uninstall marketplace. include right configure install. configurator already-installed add-ons. ones. subscription editor billing settings. viewer main summary kpis (collections, a/r aging, recent payments). report reports section (pending transactions, rejected sync errors, etc.). none day-to-day work (view customers, send invoices, process payments) elevated capabilities, baseline availability page visible premium plan, (not yourself). like contact support@billergenie.com options. constraint remove logged superuser, blocks accidental lockouts. demote exists, promote teammate first, you. security best practices person shared accounts impossible actions, locks everyone once. use blanket people genuinely account-wide bookkeeper needs dashboardviewer, especially anyone manager. per-user org-wide enforcement today, ask up. departing employees day leave. wait monthly cleanup sessions disable. audit list quarterly. check works related articles recovery codes multi-factor changing general","name":"Managing Users in Biller Genie","votes":0,"is_published":true,"slug":"managing-users-in-biller-genie","first_category":"Control Panel \u0026 Settings","categories_display_for_views":"Control Panel \u0026 Settings","parent_categories":[1368782],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/settings-and-account/managing-users-in-biller-genie?from_search=235963726","host":"https://helpcenter.billergenie.com","body_txt":"biller genie supports multiple users one account. article covers everything need adding new users, editing them, disabling someone leaves, seven granular permission roles offers, constraints around superuser role. user management happens control panel \u0026gt; users. make changes, step 1. go click add user. 2. enter user's first name, last email address. create 3. receives confirmation address entered. link verify set password. confirm, account created log in. arrive, can resend record. login will require setting password (recommended) enabling two-factor authentication. id open record, edit. edit disable toggle (on only), (if plan includes permissions). yourself, change totp / authentication setup. username (email address) read-only every user, including one. team member's changed, workflow old — way existing flow binds human. (when leaves) member leaves company, immediately revoke access. deleted kept record historical actions (invoices payments processed etc.) still attribute correctly. update disabled immediately. active session invalidated next request genie, longer re-enabling reactivate previously back off. reactivation done superuser. settings manager intentional, prevent non-superuser cause. permissions offers roles. assigned combination them. restrictive (a dashboardviewer see dashboard nothing else); others additive (you give reportviewer + addonsconfigurator without making superuser). role grants super full access automatically another roles, view settings, branding, customer defaults, invoice defaults manage (only can). add-ons installer install uninstall marketplace. include right configure install. configurator already-installed add-ons. ones. subscription editor billing settings. viewer main summary kpis (collections, a/r aging, recent payments). report reports section (pending transactions, rejected sync errors, etc.). none day-to-day work (view customers, send invoices, process payments) elevated capabilities, baseline availability page visible premium plan, (not yourself). like contact support@billergenie.com options. constraint remove logged superuser, blocks accidental lockouts. demote exists, promote teammate first, you. security best practices person shared accounts impossible actions, locks everyone once. use blanket people genuinely account-wide bookkeeper needs dashboardviewer, especially anyone manager. per-user org-wide enforcement today, ask up. departing employees day leave. wait monthly cleanup sessions disable. audit list quarterly. check works related articles recovery codes multi-factor changing general","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}}]