Many businesses have more than one person who needs visibility into their Brillian account — a co-owner, a bookkeeper, or another trusted team member.
To add another user to your account
To add another user to your account in Brillian, go to the Settings tab of your business dashboard. Under Manage Users, you can invite a user by adding their name and email address, selecting their role, and clicking "Send Invite."
Choosing the right level of access
Brillian has the following roles:
Admin
Has broad control of this business, including managing settings, data, users, and role assignments. Only assign to highly trusted users. This is the only role with billing access.
Service Provider
Intended for third-party professionals supporting the business (for example: financial advisor, accountant, CPA, or consultant). Can access and work on permitted business data and workflows, but does not have full administrative control. Users with this role can invite other "service providers".
Viewer
Read-only access to permitted business information. Cannot create, modify, delete, or manage users, roles, or account settings.