Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.usebila.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

​
Overview

The Admins dashboard lets you control who manages your business and what they can access. Assigning the right role to each team member keeps your account secure while giving your team the access they need to operate efficiently.
Only a Merchant Admin can invite new admins or modify existing roles.

​
Prerequisites

Before you begin, make sure you have:
  • Merchant Admin access to your Bila dashboard
  • The new admin’s full name, email address, and phone number (if enabling SMS notifications)

​
Step 1: Open Admin Settings

  1. Click Settings at the bottom of the left sidebar.
  2. Select the Admins tab from the top navigation bar.
The dashboard displays all current admins with their assigned role and account status.

​
Step 2: Invite a New Admin

Click the + Invite Admin button at the top right. This opens a 3-step setup flow.

​
Contact Details

Enter the new admin’s basic information:
FieldRequirement
First name & Last nameThe team member’s full name
EmailMust be unique — the system validates availability automatically
PhoneOptional, but required if you intend to enable SMS notifications

​
Role and Notifications

Define the admin’s permissions and how they receive updates. Wallets Select which wallets this admin should have visibility and access to. Role Choose the permission level that matches their responsibilities:
RoleAccess LevelWhat They Can Do
Merchant AdminFullComplete control over merchant management and settings
Initiator & ApproverHighCan both create and authorize transfers
Approver OnlyModerateCan only authorize transfers created by others
Initiator OnlyModerateCan create transfers, but requires someone else to approve
View OnlyLowCan see account data and reports but cannot move money
Alerts AdminMinimalReceives notifications only — no login or balance access
Role permissions cannot be changed after the invitation is sent. If the wrong role is assigned, you will need to deactivate the account and send a new invitation.
Notification Type Choose how much transaction detail this admin receives in their alerts:
Alert TypeTransaction NotificationsBalance VisibilityWhat It Means
Detailed AlertsYesVisibleFull transparency — shows money in/out and the final account total
Summary OnlyYesHiddenOperational focus — confirms payments occurred without showing total balance
No AlertsNoHiddenTotal privacy — for staff who don’t need real-time payment updates
Notification Channels Select how the admin receives their alerts:
  • Email — sent to the address provided in Step 1
  • SMS — sent to the phone number provided in Step 1
  • Both — recommended for high-access roles such as Merchant Admin or Initiator & Approver
SMS notifications require a valid phone number to be entered in the Contact Details step. If the field was left blank, only Email will be available.

​
Review and Send

A summary of the admin’s profile, role, and notification settings is displayed for confirmation.
  1. Review all details carefully.
  2. Click Send invitation to complete the process.
Confirmation: A green toast notification will appear — “Invitation sent successfully”. The new admin will receive an email invitation to set up their account. Their entry will appear in the Admins dashboard with a PENDING status until they accept.

​
Admin Status Reference

StatusWhat It Means
ACTIVEAdmin has accepted the invitation and can access the dashboard
PENDINGInvitation sent but not yet accepted
INACTIVEAccount has been deactivated — admin cannot sign in

​
Next Steps

Edit or Deactivate an Admin

Update an admin’s role or revoke their access at any time.

Add a Cashier to POS

Delegate sales by creating cashier accounts for your POS team.