At Bill.com, we take data privacy very seriously, granting access to your confidential business data on a need-to-know basis. To manage visibility, you can assign each user in the system a specific role. Each role has a different set of permissions. You can assign more than one person to each role. Depending on the size of your company, and your existing procedures, you may not need to use all of the roles.
Admins are administrators who oversee your company's use of Bill.com and therefore require access to all its functions. Admins approve bills, authorize and schedule payment, and control user access. Because they are authorizing bill payments, these are usually individuals with signing authority on your bank account.
Approvers have very limited access to the system – they are people in various departments making purchases and need to approve vendor bills before they can be authorized for payment.
Accountants are internal or external accountants or bookkeepers who need access to all documents and transactions, but do not approve bills or schedule them for payment.
Clerks are usually the people at your company who enter bills into Bill.com.
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