Add a teammate to your Get Simple account

A Contact is someone you add to your Get Simple account — a bookkeeper, partner, or staff member. They get their own login and only the access you give them.

Only the primary account holder can add Contacts.

Before you start #

• Sign in at https://billing.getsimple.net
• Use the primary login email (the one that receives invoices)
• Have the teammate’s name and email ready
• You will set their password. They can change it after they sign in.

Add a Contact with login #

1. Sign in at https://billing.getsimple.net
2. Open Contacts (from the account / name menu)
3. Click Add Contact
4. Enter first name, last name, and email
5. Enable login for this Contact
6. Set a password
7. Check only the areas they need:
   • Invoices
   • Payment accounts
   • Services
   • Domains
   • Support tickets
8. Save

They sign in at https://billing.getsimple.net with their email and the password you set.

Change or remove access later #

1. Sign in as the primary account holder
2. Open Contacts
3. Select the person
4. Update permissions, or remove the Contact

Removing a Contact ends their login. It does not change your hosting or your primary login.

Need help? #

See Get Help. Or open a ticket: https://billing.getsimple.net/plugin/support_manager/client_tickets/add/