How can we help?
Staff accounts
Staff accounts let people in your team use Billing Saathi with their own login, so you can see who created or changed each document.
Where to find it: Settings → Staff Account
- Click + Add Staff.
- Enter the staff member’s name, user ID, email and phone.
- Save. The staff list shows each person’s status, with actions to edit or remove them.
Premium includes up to 10 staff accounts. Staff appear in report filters (Staff) and in the Activity Log.
