How to invite members into an organization?

Step 1: Sign in to your Billplz account at https://main.billplz.com/.

Step 2: Under the "Organizations" panel, select an organization. Details about your organization will slide open. Click "Manage Members" to view organization members.

Step 3: A pop-up window will appear. Enter a new member's email and click "Send". The new member will receive an email invite.

(Note: To get an invite, the new member is required to be registered with Billplz SSO).

Newly invited members will appear in the members list, indicating status as "Pending."

Members will receive the invitation email. Kindly "Sign in" to accept the invitation.

After signing in, a new member can "Accept" or "Decline" the invitation in the "Organizations" panel.

Once accepted, the status of the newly invited organization member will be shown as per the below example.

• Related Articles

• How to transfer organization ownership?

  Step 1: Sign in to your Billplz SSO account at https://main.billplz.com/. Step 2: Under the "Organizations" panel, select an organization. Details about your organization will slide open. Click "Manage Members" to view organization members. Step 3: A ...

• How to remove members from organization?

  Step 1: Navigate to https://main.billplz.com/ and click the "Sign In" button. Step 2: Go to the "Organization" panel, choose an organization, and then click "Manage Members" to view the members list. Step 3: A pop-up will appear. Click the "delete" ...

• How to leave an organization?

  Step 1: Please sign in with the Billplz SSO account at https://main.billplz.com/. Step 2: Go to the "Organization" section and click an organization. Click on the "Leave Organization" button. (Note: If you are the organization's owner, you are ...

• How to change your organization email?

  How to change your organization email? To change your payment notification email, please sign in with Billplz SSO account at https://main.billplz.com/. 2. Click the 'See all Billplz SSO accounts' button. 3. Click the dropdown button and select your ...

• How to sign up for a sandbox account?

  Sign up for a Billplz account 1. Navigate to https://main.billplz-sandbox.com/ and click the "Sign up" button. This will redirect you to https://sso.billplz-sandbox.com/users/sign_up for registration. 2. Fill in the basic information needed for the ...