Follow

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".

Bildschirmfoto_2017-07-27_um_10.09.34.png

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

Bildschirmfoto_2017-07-27_um_10.12.03.png

 

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. 

Bildschirmfoto_2017-07-27_um_10.15.18.png

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 for a user with login, "user costs" are incurred, which may vary depending on the package used. However, bexio shows the costs correspondingly when converting.

 

 

Was this article helpful?
8 out of 8 found this helpful
Have more questions? Submit a request
Powered by Zendesk