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Invite your team and manage access

Give your colleagues access module by module, remove a member and transfer ownership of the company.

Getting started6 min read
Table of contents+

Several people can work on the same company, each with their own permissions. Everything is managed in SettingsMy account, in the Members & access section, which is open to the owner and the administrators.

1. Understand the roles

  • Owner: the person who created or took over the company. There is only one. Only the owner can invite, edit or remove an administrator, transfer ownership and delete the company.
  • Admin: manages the company (My company, Preferences, Modules, Subscription, Members & access) and has write access to all active modules. Admins can invite, edit and remove members, but not other administrators.
  • Member: only has access to the modules you open to them. In the settings, they only see My account, reduced to their Contact Details and API keys.

For a member, each module (Invoicing, Payroll, Accounting) is set separately:

  • No access: the module disappears from their menu.
  • Read: they can view but not edit.
  • Write: they can view and edit.

2. Invite a person

  1. In Members & access, click Invite member.
  2. Enter their Email address.
  3. Choose the Role. Only the owner can choose Admin.
  4. For a Member, set at least one module to Read or Write. Otherwise, the send button stays disabled.
  5. Click Send invitation.
  • If the person already has a Bill Alps account, they are added immediately, with no acceptance step, and receive an email.
  • Otherwise, they receive an email with a link valid for 7 days, and their row shows Invitation pending. Resend sends a new link valid for 7 days and disables the old one. The trash icon revokes the invitation.

3. Join the company

The invited person follows these steps:

  1. In the email, they click Join the company.
  2. They enter their First name and Last name. The address is already filled in and cannot be changed.
  3. They click Join company and land on the company's Dashboard.

To come back later, they sign in with that address and the code received by email, as explained in the account creation guide. A person who already had an account clicks Open Bill Alps in their email: the company appears in the switcher at the top of the page, next to the language selector.

If the link does not work:

  • Invalid invitation: the link has expired, has been replaced or has already been used. Ask for a new one.
  • Access temporarily unavailable: the company is on Starter. It must move to Team or Business before the invitation can go through.
  • A sign-out prompt appears: the person is signed in with a different address. They sign out, then reopen the link with the invited address.

4. Change access

Each person has their own row in Members & access. Change their role (owner only) or their permissions per module, then click Save access. A member must keep at least one module on Read or Write, otherwise saving fails.

5. Remove a member

Click the trash icon on their row, then confirm. Their access to the company stops immediately.

The row with the Trustee badge corresponds to a mandate: only the owner can remove it, and doing so ends the mandate. See the trustee guide.

6. If the company goes back to Starter

Access is kept but suspended: members and administrators can no longer open the company. With no other company available, they land on the Company access suspended page, where an administrator can subscribe with Choose a plan. Access returns as soon as the company is back on Team or Business. The owner keeps their access, and so does a trustee holding a mandate.

7. Transfer ownership

A transfer changes the owner of the company. It requires two approvals by email, yours and then the new owner's, and nothing changes before the second one.

  1. Open My companyGeneral, the Danger zone card, visible only to the owner, then click Start an ownership transfer.
  2. Enter the New owner's email and click Email me for confirmation.
  3. In the email you receive, click Review and confirm, sign in if needed, read the consequences, then click Confirm and email the proposed owner.
  4. The new owner clicks Review the proposal in their email. They continue with Sign in and review, or Create account and review if they have no account, then choose Accept or Decline.

If they accept, you become an Admin and you both receive a confirmation email. The subscription stays with the company, and its billing email moves to the new owner. If they decline, you remain the owner and an email lets you know.

During the transfer, the Danger zone shows the target address and the current step. Each link expires after 7 days. Send a new link sends another one and disables the previous one, and Cancel transfer stops the process.

If a trustee handles your accounts, continue with Give your trustee access.