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Inviting users and managing seats

Add estimators, managers, and customer-care staff to your Bidvio company, and understand how seats relate to your subscription.

Where this lives
Admin → Account → Users
For
  • Admin

Step 1 — open Admin → Account → Users

From the side menu, choose Admin, then Account, then Users. You'll see your current users, pending invites, and your seat count.

Screenshot coming soonMac — Admin Account Users panel/screenshots/support-admin-and-company-setup-inviting-users-and-managing-seats-01-mac.png Screenshot coming sooniPad — Admin Account Users panel/screenshots/support-admin-and-company-setup-inviting-users-and-managing-seats-01-ipad.png

Step 2 — invite a user

Tap + Invite user. Enter the person's email address and pick a role:

  • Admin — full access including subscription and seat management.
  • Manager — configures pricing, products, and appointment format. Cannot manage billing or seats.
  • Customer Care — manages customer accounts, appointments, and change orders.
  • Sales — runs appointments. Cannot configure anything.

Send the invite. Bidvio sends an email with a link that lands the user on the sign-in or sign-up screen and accepts the invite when they finish.

Step 3 — track pending invites

Pending invites appear in the same panel. You can resend or revoke any pending invite from the row's overflow menu. A pending invite does not consume a seat until the user accepts.

Step 4 — manage seats

If you need more seats than your plan includes, add seat add-ons. Sign in to the web app, open Account → Subscription, and adjust your seat add-on quantity from there. Changes prorate automatically.

Screenshot coming soonMac — Seat management/screenshots/support-admin-and-company-setup-inviting-users-and-managing-seats-02-mac.png Screenshot coming sooniPad — Seat management/screenshots/support-admin-and-company-setup-inviting-users-and-managing-seats-02-ipad.png

Step 5 — remove or change a user

From the Users panel, tap a user to change their role or revoke their access. Removing a user frees the seat immediately; their historical appointments stay attached to their record for audit.

What's next

  • New users land on the home screen the first time they sign in. Point them at your first appointment so they see Bidvio end to end before running a real one.