Add Team Members to Your Organization - Billabex

Add Team Members to Your Organization

Billabex is designed for teamwork. You can add as many members as needed to collaborate effectively on follow-up management, customer tracking, and performance monitoring.

Add a member

To invite a new member to join your organization:
1. Go to the Settings module
2. Click on the Members tab
3. Enter the email address of the person to invite
4. Click Add

The member will receive an invitation email with a link to activate their account. They will need to enter their first name, last name, and password to complete their profile setup.

What can an active member do?

Once their account is activated, the member can:
  1. Access all platform modules
  2. Be assigned to tasks created by the AI agent
  3. Receive notifications from the AI agent related to tasks or customer tracking
  4. Interact directly with the AI agent
  5. Add documents, edit information, and participate in customer communications
Info
All members have the same permissions on the platform. Advanced permission management will be available soon.

Remove a member

If a member leaves your organization or no longer needs access to Billabex, you can remove their account:

Steps:
1. Go to Settings > Members tab
2. Click the trash icon next to their email address

Removal is immediate:
  1. The member is deactivated
  2. They will no longer have access to the platform
  3. They will no longer receive any notifications from the AI agent