Add a collaborator

Collaborators are added at the collection level and can view or manage a specific collection without accessing other parts of your account. This is useful when working with external partners, accountants, or team members who only need visibility into certain collections.

Before you begin

• You need collection owner permissions to add collaborators.
• The collaborator must have a verified Billplz account to accept the invitation.

Step 1: Go to the collection

Navigate to the collection where you want to add a collaborator. Click the Collaborator tab in the collection menu.

Step 2: Enter the collaborator's details

In the Collaborators panel, enter the collaborator's email address. Select their permission level from the dropdown:

• View — The collaborator can view bills and transactions but cannot create, edit, or delete anything.
• View & Edit — The collaborator can view, create, edit bills and manage collection settings.

Click Submit.

The collaborator receives an email notification about the invitation. Once they accept, they appear in your collaborator list with their assigned permission level.