Managing Team Members (Business Plan)
📅 Updated 18 Sep 2026
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The Business plan lets you add up to 5 team members to your BillYantra account, each with their own login and role-based permissions.
Accessing User Management
Go to Settings → Users in the sidebar (visible only to admins).
Available Roles
| Role | What They Can Do |
|---|---|
| Super Admin | Full access — settings, billing, all data, user management |
| Billing Admin | Manage invoices, customers, products, reports, settings (not user management) |
| Invoice Operator | Create and manage invoices and customers only |
| Accounts Operator | View and manage payments, purchases, accounting entries |
| Viewer | Read-only access to invoices and reports |
Adding a Team Member
- Go to Settings → Users.
- Click + Invite User.
- Enter their email address.
- Select their role.
- Click Send Invitation.
The invited user receives an email with a link to set their password and join your account.
Managing Existing Users
- Change Role: Click Edit next to a user to change their role.
- Deactivate: Temporarily block a user without deleting their history.
- Reactivate: Restore access to a deactivated user.
Audit Trail
Every action by every team member is logged in the Audit Log (Settings → Audit Log):
- Who created/edited/deleted which invoice
- Login timestamps
- Settings changes
This is important for accountability and compliance.
Plan Limits
| Plan | Team Members |
|---|---|
| Free / Starter / Pro | 1 user (owner only) |
| Business | Up to 5 users |
Tip: Use the Viewer role for your accountant or CA so they can access reports without being able to modify your invoices.
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