The different user roles and permissions

With Bill Manager's user roles, you can invite anyone from your organization to join your account while still keeping control over each person's permissions. This allows you to share responsibilities with your team while maintaining oversight of your payment and bill approval processes.

This guide explains the different user roles and provides a detailed breakdown of what each role can and cannot do.

Available user roles

Bill Manager offers three different user roles:

• Admin
• Accountant
• Contributor

Admin

Admins can set, edit, and view approval workflows. They can also approve payments and bills, manage bills, manage vendors, and manage payments.

Accountant

An Accountant can schedule payments and connect to the company's accounting software account. An Accountant can also submit bills for approval and approve bills. However, an Accountant cannot approve payments made by Contributors and other Accountants, and cannot manage approval workflows.

Contributor

A Contributor can schedule payments, submit bills, and add vendors. They can be subject to payment approval workflows based on payment amount, vendor, or who scheduled the payment, and to bill approval workflows based on bill amount, vendor, or who created the bill.

Roles and permissions breakdown

Each user role has specific permissions that determine what actions they can perform in your account. Understanding these permissions helps you assign the right roles to your team members and maintain proper oversight of your payment processes. The tables below provide a detailed breakdown of what each role can and cannot do.

General access

Bill management

Payment method actions

Vendor management

Delivery method actions

Payments management

Accounting software sync

Payment approval workflow

Bill approval workflow

Manage company

Reports

Notifications