Overview
The Team page is where you manage everyone in your Smartbills organization. From here you can invite new members, assign roles, view employee statuses, and control who has access to what. A well-organized team structure ensures that expenses are routed to the right approvers and that sensitive financial data is only visible to authorized personnel.Access to the Team page requires the SETTINGS_TEAM_VIEW permission. Only users with Admin or Owner roles can invite members and change roles.
Navigating the Team Page
Click Team in the left sidebar to open the team management page. The page displays a list of all members in your organization.Employee List
Each row in the employee list shows:- Name: The member’s full name
- Email: Their registered email address
- Role: Their assigned role (Owner, Admin, Manager, Employee, or Accountant)
- Department: The department they belong to, if assigned
- Status: Active, Invited (pending acceptance), or Deactivated
Search and Filter
Use the search bar to find members by name or email. You can also filter the list by role, department, or status to quickly locate specific groups of employees.Roles
Smartbills uses role-based access control. Each member is assigned one of the following roles:Member Statuses
What’s Next?
Invite Team Members
Add new employees to your organization
Manage Roles
Change roles and understand permissions