Difference between revisions of "Bill.com Add additional users"
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We suggest the Treasurer and the RC be added add as admins so that both users can review bill details, pay bills and receive payment details to and from the AYSO Office. This will help reduce questions on payments received and balances owed to and from AYSO office and provide information at a better pace. | We suggest the Treasurer and the RC be added add as admins so that both users can review bill details, pay bills and receive payment details to and from the AYSO Office. This will help reduce questions on payments received and balances owed to and from AYSO office and provide information at a better pace. | ||
| − | <u>Too add/remove users</u> | + | ==== <u>Too add/remove users</u> ==== |
| + | Read this [https://help.bill.com/hc/en-us/articles/115005300623-Adding-a-new-user '''article'''] . | ||
| + | |||
| + | Then follow these steps | ||
Settings > Roles & Permissions > Users > New | Settings > Roles & Permissions > Users > New | ||
| − | Users marked as Administrator will need to verify banking details. | + | <nowiki>**</nowiki>Users marked as Administrator will need to verify banking details. |
| − | <u>Change your email address</u> | + | ==== <u>Change your email address or Change the Administrator</u> ==== |
| + | Please read this [https://help.bill.com/hc/en-us/articles/11611012862477-Change-the-administrator-on-your-account '''article to change the administrator''']. | ||
It is not possible to simply change your email address. Instead you will need to add a new user with the new email address. Follow the steps above or see the article links below. | It is not possible to simply change your email address. Instead you will need to add a new user with the new email address. Follow the steps above or see the article links below. | ||
| − | If you do change your email address, please notify our office via email at [Mailto:finance@ayso.org finance@ayso.org] so we can double check on our end that everything is sync'd. | + | If you do change your email address, please notify our office via email at [Mailto:finance@ayso.org finance@ayso.org] so we can double check on our end that everything is sync'd. |
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Revision as of 18:33, 6 February 2023
The AYSO office can only add one user by default to each Region's Bill.com invitation. Once you've received the initial invitation and finished creating your Region's account, the first user may add additional users.
We suggest the Treasurer and the RC be added add as admins so that both users can review bill details, pay bills and receive payment details to and from the AYSO Office. This will help reduce questions on payments received and balances owed to and from AYSO office and provide information at a better pace.
Too add/remove users
Read this article .
Then follow these steps
Settings > Roles & Permissions > Users > New
**Users marked as Administrator will need to verify banking details.
Change your email address or Change the Administrator
Please read this article to change the administrator.
It is not possible to simply change your email address. Instead you will need to add a new user with the new email address. Follow the steps above or see the article links below.
If you do change your email address, please notify our office via email at finance@ayso.org so we can double check on our end that everything is sync'd.
