@Billcom Customer Tip: About Users and Roles

To help you tightly control access to your company's financial information, Bill.com enables you to assign a specific role to each user in the system. Different roles have different levels of data access and privileges.  

Bill.com offers you five different roles, which allow three different levels of information access:

1. Administrators are the people who oversee your company’s use of Bill.com and therefore require access to all its functions. Administrators approve bills, authorize and schedule payments, and control user access (e.g., can add and deactivate other users). Because they can authorize bill payments (if they complete the Bill.com Payments setup process), Administrators are usually individuals with signing authority on your bank account.

2. Clerks are usually the people at your company whose role is limited to enter bills in Bill.com.

3. Accountants are internal or external accountants or bookkeepers who need access to all documents and transactions. They can approve bills, but do not schedule bills for payment.

4. Approvers are people who make purchases and need to review vendor bills before they can be authorized for payment.

5. Payers can record payments (i.e., payments tracked in Bill.com but not actually paid via Bill.com) and, if they complete the Bill.com Payments setup process, they can use Bill.com to pay bills. Unlike a Administrator, the Payer cannot enter bills and cannot approve bills. Additionally, the Payer can pay bills using Bill.com only up to the approved amount, thus enabling a clear separation of duties in a company.

Below is a table that summarizes the roles and privileges in Bill.com:

To assign a role to a user:
1. In the upper right, mouse over . Then click Settings > Overview.
2. On the Overview page, under Permissions, click Users.
3. On the Users page, click a user's name.
4. On the page for the user, click Edit.
5. For Role, select what level of responsibility you want the user to have.
      • If our pre-defined roles don't meet your needs, create your own custom role.
6. Click Save.

See User Roles and Business Scenarios for how to set roles in your company.

Comments

[Daniel Watford]

Is there a way to have a second approver requirement for second signature limits. For instance, all checks $5,000 and above require two signatures, how can we implement this control via bill.com.