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Guide home

Start here

  • Getting started
  • Sign up and sign in
  • Set up your business
  • Phones and tablets
  • Lists, search and records

Sell

  • Customers
  • Items and inventory
  • Estimates
  • Invoices
  • Receivables

Buy

  • Suppliers
  • Expenses and purchase bills

Insights

  • Dashboard
  • Reports

Business types

  • Jewellery billing

Team and admin

  • Users and roles
  • Settings
  • Favorites, history and notifications
  • Plans
  • Your account

Reference

  • Glossary
  • Common questions
  • Mobile apps and API
  • Getting help
Guide contents⌄
Guide home

Start here

  • Getting started
  • Sign up and sign in
  • Set up your business
  • Phones and tablets
  • Lists, search and records

Sell

  • Customers
  • Items and inventory
  • Estimates
  • Invoices
  • Receivables

Buy

  • Suppliers
  • Expenses and purchase bills

Insights

  • Dashboard
  • Reports

Business types

  • Jewellery billing

Team and admin

  • Users and roles
  • Settings
  • Favorites, history and notifications
  • Plans
  • Your account

Reference

  • Glossary
  • Common questions
  • Mobile apps and API
  • Getting help

User guide › Team and admin

Users and roles

Invite your team, choose what each person can manage, and remove access when someone leaves.

On this page

  • Roles
  • Add a user
  • Remove access
  • Hand over ownership

Roles

RoleWhat they can do
Primary adminThe organization's owner (whoever signed up). Everything an admin can do, plus: manage every user, reactivate users, deactivate admins, hand ownership to another admin, decide who can change favorites, and contact support from Settings.
AdminWorks with all records. Opens the Business, Invoice, Estimate, Users and (for jewellery organizations) Jewellery tabs in Settings, adds users, edits users and other admins, and deactivates standard users. Can't edit or deactivate the primary admin, or deactivate another admin.
UserWorks with all business records: customers, items, estimates, invoices, payments, expenses and reports. In Settings, opens only General.

Add a user

  1. 1Step 1: Go to Settings > Users and add a user.
  2. 2Step 2: Enter their name, email, username, role and a temporary password. The username starts as the first part of their email; you can change it now, but not later.
  3. 3Step 3: Biththi emails them a link to verify their address.
  4. 4Step 4: They open the link, enter the temporary password, and choose their own.
  • Email addresses are unique across Biththi. Usernames are unique within your organization.
  • Email and username can't be changed after the user is created.
  • If the verification email fails, the user list lets you send it again.

Remove access

  • Deactivate a user from Settings > Users. They're signed out at once and can't sign in.
  • Their records and history are kept, and they stay in the list marked inactive.
  • Only the primary admin can reactivate them.

Hand over ownership

The primary admin can make another active admin the primary admin from Settings > Users. They become the owner and you become an admin.

Related

  • SettingsOrganization-wide settings, tab by tab. Open them from the gear at the top right.
  • Your accountYour profile, your password, and signing out.
‹ PreviousJewellery billingNext ›Settings

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support@biththi.com

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Biththi

GST billing for Indian businesses: estimates, invoices, payments, credit notes, purchases and stock in one workspace.

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