Invite members to your organization

Organization members can access settings across all collections within their assigned role. This article shows you how to invite new members to your organization account.

Before you begin

You'll need organization owner permissions to invite members.

Step 1: Go to the Organizations panel

Under the Organizations panel, select the organization you want to add members to. Click Manage Members to view the member list.

Step 2: Enter the new member's email

A pop-up window appears. Enter the new member's email address in the field and click Send.

The invited member receives an email invitation. They must be registered with Billplz to accept the invitation.

Step 3: Member accepts the invitation

The invited member receives an invitation email. They sign in to their Billplz account, then accept or decline the invitation from their Organizations panel.

Once accepted, the member's status changes to Active in your organization's member list.