User Accounts

You can create Admin and Non-Admin users in your BillingOrchard account.  This allows you the option of controlling who has access to your BillingOrchard system, whether users should have full or limited access, password changes as well as the ability to remove access when needed.  

User Types:

Admin - Admin users have access to the entire system, including creating new users and updating payment information.

Non-Admin - Non-Admin users have limited access to the system.  They can create new invoices, track time and change system settings, however, they do not have access to Clients, Estimates, Reports or user accounts.

Creating User Accounts:

Click on your username in the top right corner --> My Account.  From there, click on Users in the sub-menu (Username --> My Account --> Users).  The sub-menu is located just below the Home tab.

From there, click +Add User to add a new user.  Add the Name, Set A Username (email address recommended), Set A Password, Email Address and Title, if applicable.  Additionally, if an Admin User (full system access), check the box below the Department/Title field.  Click Create to complete the process.

Changing Passwords:

When the edit user screen is open, simply clear the current password in the "Set A Password" field and enter the newly desired password. Click Save to save your changes. 

Additional Details:

The "Email Address" assigned to a user account is the address used when sending invoices.  For example, when a user is logged into the system and sends an invoice, the Email Address attached to the user account they're logged in under will be the address shown to the recipient of that invoice.

With a proliferation of spam emails, an increasing number of ISPs have been forced to implement more stringent restrictions on delivery, as well as focus more on filtering out spam traffic. This makes it increasingly difficult for them to effectively do their jobs without occasionally suspending a legitimate email along the way. Luckily, these systems can be self-correcting and there are steps that can be taken to assist them in the difficult job that they do. Both individual providers and the Federal Trade Commission have made efforts to reduce the overall effect of spam. However, the open nature of email as a communication protocol suggests that it will very likely always represent a problem. Because of this, please note that for best results, avoiding email addresses ending in '', '', and '' will help to ensure your clients receive their invoices immediately.  At this time, the email providers noted have protocols in place that can potentially block messages being sent through your BillingOrchard account.