Billy enables partners to organize projects with greater flexibility by creating dedicated teams for specific projects.
Each team can contain unique projects, requirements, sample documents, and Procore integrations that are only visible to team members. Users can join one or multiple teams, and upon joining a team, they gain full access to all of Billy's features and functionality, with their access restricted to the specific team.
Organize Projects
Projects can now be organized by grouping them into teams based on entity or project type. Users can create new teams and invite both new and existing users to teams for access. Users can easily switch between teams without having to re-login.
Targeted Notifications
You can organize projects per team so that the right people get notified about uploaded documents to a project. Users will receive a weekly digest email for each team they belong to as long as the user's email has not been suppressed.
PRO TIP: Email Suppression
It's important to note that if the same user is on multiple teams, email suppression selection carries over into every team. It is not possible to have the same user's email suppressed on one team and not suppressed on another team.
Limit Scope and Access
You can now organize the projects you manage into logical groups and grant access to only the people who need it. This reduces clutter and helps users focus on the projects that they specifically manage. This also allows for tighter security around who has access to what data: users can only view project and vendor data for teams that they have access to.
Import Procore Projects by Team
Procore can be connected to multiple teams at the same time, which allows users to selectively import Procore projects into the teams they need access to.
Team = Brand New Billy Account
Any existing projects, vendors, documents, and review of those documents (statuses, notes) in your current Billy Team will not be carried over to a new Team. Creating a new team is like starting a brand new Billy account. All requirements, integration set-up (if applicable), projects, vendors, and documents must be set-up by your company.
See below for how to set up a new Team and the steps to take to set up this new account.
Creating Teams
After considering the above implications, creating a new Billy team is something you are able to do.
From your main Billy homepage, click your name in the top right and choose + Create New Team from the dropdown menu.
In the Create Team modal enter your Team name and Email address. The Team nickname will automatically populate. Click Create Team.
Once your new team is created, you will see a brand new Billy interface for this team.
Setting Up Your Team
Step 1: Settings
The Team tab holds your company’s information. You are able to change your company logo and company name here. You can also add your company phone number, address, and number of employees.
The email portion of this page is important. This is our Sender Signature feature. This is a proprietary technology that allows Billy to deliver communications to your vendors on your behalf.
With this feature, correspondence to your vendors will send from the provided email address instead of Billy. This maximizes responsiveness from your vendors.
To enable Sender Signature enter the preferred correspondence email address and switch the toggle to the on position. This will allow Billy to send emails from the email address provided.
Note: to complete activation, you must click “Confirm Sender Signature” in the email you will receive from support@postmarkapp.com.
Step 2:
The Users tab is where you can easily invite additional Users to your Team. To add a User click “Invite User” and enter the first name, last name, and email address. They will be sent an invite via email. If the User is new to Billy, they will create a login. If the User is on a different team in Billy, they will simply accept the invite and utilize the same login as they were previously with access to the new team in their dropdown menu.
An important note: Users added to your account will receive email alerts every time a vendor uploads a certificate. If you add a teammate and would like their email alerts disabled, please email or chat in to request email suppression.
Step 3:
The Requirements tab is where the magic happens! We understand that entering insurance requirements and additional insured on every project can be tedious, especially when they are the same. Your Default Requirements, additional insured, sample documents, and required documents entered here will automatically populate on any new project you add. These requirements can be edited on each project for project specific needs.
Step 4:
The Connected Apps tab is where you will login to Procore to connect the integration (if applicable).
Step 5:
Create new projects from the Projects page.
Instructions for creating projects for Procore integrated Partners
Instructions for creating projects for non-integrated Partners
Instructions for adding vendors for non-integrated Partners
Note: existing projects in Billy cannot be migrated to new teams at this time.
As always, if you have any questions or need any assistance in setting up new Teams in your account please reach out!