Add users

  1. In the Billtrust workspace, select Settings > Users.
  2. Select Add User.
    Shows the Add User button, represented by a plus sign, in the upper right corner of the User List module

  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.

Remove/delete users

To remove a user, select the checkbox alongside their name, and then select Remove. Select Remove again to confirm your decision.