05 Approver-Only Login

EzzyBills supports an “Approver” role login. This allows approvers to log in to EzzyBills and approve all their invoices directly through the web portal rather than via email.

This option is an alternative for our customers and does not replace the existing email approval method. Invoices will still be sent to approvers via email as usual.

Once logged in, an approver can view all invoices routed to their specific email address.

How to Create an HQ User with an “Approver” Role

If you have an existing EzzyBills account and want a team member (e.g., John) to log in and approve his invoices, follow these steps:

1. Upgrade to HQ: Upgrade your EzzyBills account to HQ (Settings > Advanced Settings > Upgrade to a HQ account). Log out and log back in to apply the change.
2. Add the User: Create an HQ user for John (HQ > Users > Add New User/Approver/Reviewer). You will be prompted to provide his email address (e.g., John@example.com).
3. Assign the Role: Change the role of his account to Approver.

How Approvers Use It

Instead of relying on email notifications, John can log into EzzyBills directly. Once logged in, he can review and approve only the invoices assigned to his email address (john@example.com).