Settings

In this article, we will show you how to invite a new user.

You must upload a company logo in bexio to personalize the application. Administrator rights are necessary for this, and the logo file must be ready. In the settings, navigate to "All settings", select "My Company", and then "Logo for identification in bexio". Click "Select file" to upload your logo. For optimal display, use GIF or PNG...

User deletion is performed in the settings based on the profile type, but it is restricted if the user is still linked to a company or holds an accountant role. Once deleted, the user's name is retained in the history of existing documents to maintain data consistency, although they will no longer appear in search filters. The system...

To save a contact without a login in bexio — for example, to display a contact partner or as a owner on your invoices without giving them access to the system — go to ‘Settings’ > ‘All settings’ > ‘Features and modules’ > ‘Contact (without login)

To log in to your bexio account, you need your email and password. If you have forgotten your password, use the function in the login area. If you do not have email access, contact bexio support via the ticket form. Prepare a signed commercial register extract no more than 30 days old and double-sided copies of your ID. If there is no...

Following the change of ownership, you will lose access to the bexio account. Please note that the process explained above also applies to customers with a Starter package who wish to change the email address in their user profile, but this email address is already in use elsewhere in bexio (Error message: This email address is already in...

In bexio, users can set up two-factor authentication (2FA) using the “Google Authenticator” add-on, both on the platform and via the mobile app. In addition to the normal access data, a code from the “Google Authenticator” is then required for each login to increase the security of the account.