Automatically nominate administrator users to a verified bank account

Automatically nominate administrator users to a verified bank account

A bank-authorized user can follow the steps below to set the bank account to automatically nominate administrator users to a verified bank account:

1. Select Settings
2. Select Bank Accounts under Your Company
3. Select the bank account number
4. Select the edit icon
5. Check the box Automatically Nominate Admins
6. Select Save
   

Notes:

• Nominated users will need to complete identity verification.
• When a nomination is pending, an action item will be displayed to Complete your bank setup in the To-do list.
• When Automatically Nominate Admins is enabled, a new Administrator user added to the BILL account will automatically be nominated to use that bank account.
• The system will nominate users with roles other than Admin, individually, as long as the role has Pay permissions.