Add or Remove a Member in Billabex

Add Team Members to Your Organization

Billabex is designed for teamwork. You can add as many members as needed to collaborate efficiently on follow-ups, client management, and performance tracking.

Add a Member

To invite a new member to join your organization:

SteAdd or Remove a Member in Billabexps:
1. Go to the Settings module
2. Click on the Members tab
3. Enter the email address of the person you want to invite
4. Click Add

The invited member will receive an email with a link to activate their account. They’ll be asked to enter their first name, last name, and a password to complete their profile.

What Can an Active Member Do?

Once their account is activated, the member can:
  1. Access all modules in the platform
  2. Be assigned to tasks created by the AI agent
  3. Receive notifications from AI agent related to tasks or client follow-up
  4. Interact directly with the AI agent (via email or task threads)
  5. Upload documents, update account information, and participate in client interactions
Info
All members currently have the same permissions. Advanced role management will be available soon.

Remove a Member

If a team 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

Result:
  1. The member is immediately deactivated
  2. They lose access to the platform
  3. They will no longer receive notifications from the AI agent

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