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 a contact person without login that doesn't need licenses and is free of charge.                     

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


On the right side you will find the button "new contact person"



You can then define the first name, last name and an e-mail address for the contact person and save the contact person without login. 





Was this article helpful?
8 out of 9 found this helpful
Have more questions? Submit a request