We at BILL understand that many businesses have various employees manage the finances and cash flow of the company. It is important to implement different levels of permissions and clearly separate duties. By default, we allow 5 user roles, each of whom will have the proper permissions to perform tasks in the BILL platform that is critical to their function.
Using these roles, you can customize BILL so that your external accountant can have access to view your finances but cannot make payments, and different managers only have view bills that their department is responsible for and not able to have access to any other parts of the business.
If your business have specific needs that require more granularity in the permission settings, BILL also offers custom user roles that allow you to change specific permissions for various tasks. This will allow you maximum flexibility in designing role that will best fit your organization.
You can view the list of permissions you have at your fingertips in our Custom User Roles section of our support page.
You can learn more about the BILL accounts payable automation solution, or find out how our accounts receivable product can help you get paid faster. Of course, the best way to find out if BILL is right for your business is to try BILL risk-free.
Dual control from BILL lets you set multiple required approvers for changes made to key actions like adding bank accounts, setting and updating user roles, deleting users and editing permissions. It’s a valuable tool businesses can put in place that makes sure mistakes, either made intentionally or unintentionally, can be reviewed by another person.