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Give your trustee access

Answer your trustee's request, know what they can do and remove their access whenever you want.

Trustees5 min read
Table of contents+

If your trustee works on Bill Alps, they can manage your company directly in your account: this is a mandate. You decide. Nothing changes until you accept, you remain the owner and you can remove this access at any time.

1. Receive the request

The request comes from your trustee. The owner and the administrators receive an email with the subject “Trustee mandate request for”, followed by the company name. It also appears in My accountMandate requests as long as it is waiting for an answer, and expires after 14 days.

2. Accept or refuse

  1. In the email, click Accept the request or Refuse the request. The Mandate request page opens: nothing is decided yet.
  2. Check the name of the person and of the trustee.
  3. Click Accept the request or Refuse the request.

You can also answer in My accountMandate requests, with Accept or Refuse. Your trustee is notified by email. After a refusal, they can send a new request. Accepting changes neither your plan nor your subscription, even on the Starter plan.

3. What your trustee can see and do

Once the request is accepted, your trustee is an administrator of your company. They can:

  • view and edit all active modules: invoices, clients, employees, payslips, expenses and bank transactions;
  • edit My company, as well as Preferences and Modules in My account;
  • manage your Subscription and view your subscription invoices;
  • invite members if your plan allows it, and use the API on the Business plan;
  • answer requests from other trustees.

They cannot delete your company, transfer its ownership, or edit or remove another administrator: this remains reserved for the owner.

You can find them in My accountTrustee mandate and in Members & access, with the Trustee badge. If the firm transfers its trustee account to a new holder, the new holder takes over the access without a new request: the displayed name then changes.

4. Who pays for what

At the start, nothing changes: you keep your plan and your subscription. Your trustee can then take over billing, module by module. These modules move to Business on their invoice, and Trustee mandate shows Subscription covered by the fiduciaire.

  • Your own subscription, if you have one, is then cancelled immediately, with a prorated credit. Bill Alps does not ask you to confirm: agree on it with your trustee.
  • The other modules stay on Starter plan limits. As long as your trustee pays, you can neither subscribe nor change package: ask them to add the module.
  • If they hand billing back, your company goes back to Starter plan limits until you subscribe in My accountSubscription. Your data stays intact.

5. End the access

  1. Open My accountTrustee mandate.
  2. Click End the mandate, then confirm.

Only the owner sees this button. The access is removed immediately, your data stays intact and the mandate remains visible under Show past mandates. Your trustee will be able to send you a new request. The trash icon on their row, in Members & access, has the same effect.

Your trustee can also leave the mandate, with the same effects. Bill Alps does not send you an email: the mandate moves to the history with the note Mandate given up by the trustee.

To give access to other people in your company, see the guide Invite your team.