How do I add a user to my Invoice Portal account?

Add a User to Your Invoice Portal Account

Add teammates so more than one person can manage billing for your organization.

Step 1: Go to the Administration tab and select Manage Users from the left menu.

Step 2: Click Add User/Contact.

Step 3: Fill out the required fields, then click Submit.

Note: Each user should register their own individual login rather than sharing credentials — this keeps billing management secure and collaborative.

What else do you need help with?

Navigate back to the Bonterra Invoice Portal Index.

How do I add a user to my invoice portal account? | How do I give my finance team access to billing? | How do I add a contact to manage invoices? | Can multiple people access the same billing account? | How do I create a login for a coworker? | How do I add another admin to the portal? | Why can't my teammate access the invoice portal?