Add or remove users

You add and remove users in the Billtrust workspace under Settings > Users. Adding a user creates their account and sets how much of Billtrust they can reach; removing a user takes their access away. This article covers both tasks and explains the two user access types you choose from when you add someone.

1. How do you add users?

1. In the Billtrust workspace, select Settings > Users.
2. Select Add User.
   
   

3. Enter the user's credentials:

   • First name

   • Last name

   • Email address

   • Language

   • Time zone

4. Set the user access type:

   • All Access allows access across applications

   • Role Based allows partial access based on assigned application roles. Learn more 

5. Select Save.

2. How do you remove/delete users?

1. In the Billtrust workspace, select Settings > Users.
2. Select the checkbox alongside the name of the user you want to remove.
3. Select Remove.
4. Select Remove again to confirm.

Related articles:

• About user roles and permissions

• Assign roles to users

• Add or edit roles and permissions

• Import users