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How do I set up a contact person without login?

If, for example, you have an employee working in the field who does not need access to bexio but you want to include them on your invoices as a seller or contact person, you need a user for this. So you do not have to set up an additional license and a fully fledged account with login, you have the option of setting up so-called contact person's without login that do not need licenses and are thus free of charge.

                                   

You can add contact persons without login under "Settings - Plans / add-ons / users - Users".

 

Now click on the small arrow next to the button "New user" and select the option "New contact person (without login)".

 

You can then define the first name, last name, color and an e-mail address for the contact person. Finally, click on "Save" to conclude the setup process. The contact persons without login are now shown separately in user administration. 

 

You can convert contact persons without login into fully fledged bexio users with login at any time. To do this, simply select the option "Convert to user" under "Actions". 

 

Please note that a separate license is required for each user with login.
You can add user licenses under "Settings - Plans / add-ons / users - Packages & licenses".

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