BillingReconcileSettings
Users
The Users page is where your organization manages access to BillingReconcile. From here, admins can invite teammates, change roles, review pending invitations, and remove users who no longer need access.
Inviting users
To invite someone, enter their email address and choose the role they should have in the organization. Once invited, the user appears in the pending invites section until they accept.
You can invite users even if they do not already have a BillingReconcile account. They will simply be prompted to sign up and sign in before accepting the invitation.
Pending invitations
Pending invites help your team track who has been invited but has not yet joined the workspace. This is useful when onboarding new staff or coordinating access across finance, operations, and service teams.
Reviewing pending invites regularly can also help keep user administration tidy and prevent confusion about who has active access versus who still needs to accept.
Changing roles and removing users
Admins can update a user’s role as responsibilities change. This helps make sure the right people can manage integrations, review billing workflows, or administer the workspace.
Users who no longer need access can also be removed from the organization. Keeping your user list current is an important part of good access hygiene.
Best practices
- Invite only the people who need access to reconciliation or billing workflows.
- Review pending invites and active users regularly.
- Adjust roles when responsibilities change instead of sharing accounts.
- Remove users promptly when they no longer need workspace access.