After you add a verified bank account to your Bill.com account, you can add additional users to pay bills from that bank account.

Only admin users verified on a bank account can add other users to use that same bank account. The added user must have the required Pay permissions set by their role assigned before being added.

Roles with pay permissions include:

• Payers
• Administrators
• Custom roles with at least the Pay approved bills via Bill.com setting enabled

Jump to:

• Add/Nominate a user to a bank account in Bill.com
• Steps for the added user
• Check if you're authorized on a bank account
• Things to know

Add/Nominate a user to a bank account in Bill.com

1. Select Settings
2. Select Bank Accounts under Bank & Payment Accounts in the left navigation pane
3. Select the 3 dots under the Action column next to the bank account the user will be added to
4. Select Add Authorized Users
5. Select the user to add from the dropdown and select Add User

We send the added user an email asking them to log in to Bill.com and complete their bank authorization setup.

Steps for the added user

1. Select Settings
2. Select Bank Accounts under Bank & Payment Accounts in the left navigation pane
3. Select the 3 dots under the Action column next to the bank account
   • You can also select the pending to do list item "Finish setting up bank account ****XXXX"
4. Select Verify
5. Complete the verification process

You'll then be taken through the identity verification process. Once identity verification is complete, you'll have access to that bank account to pay bills and/or receive payments in Bill.com.

Check if you're authorized on a bank account

1. Select Settings
2. Select Bank Accounts under Bank & Payment Accounts in the left navigation pane
   
3. Select the 3 dots under the Action column next to the bank account
4. Select View Authorized Users Under the Authorized User section, you'll see your username there if you:

• added the bank account
• were added by another bank authorized user

If you see Added next to your name, you're still in Nominated status and you'll need to go through identity verification to become verified. Check your to do list for next steps.

If you aren't verified or nominated on a bank account, ask another admin user listed as verified under the Authorized User section to nominate you.

Things to know

• This feature is for advanced (paid monthly subscription) accounts only
• You must complete the identity verification process while logged in to Bill.com on a computer. You won't be able to complete the identity verification process in the Bill.com mobile app.
• Once a user has been verified, you can't edit their name, because we've verified their identity to allow them to use the bank account
  • If they have legally changed their name, contact Customer Support by selecting Contact Us at the top of this page to request a name change