Add a user to a bank account

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 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 a user to a bank account in Bill.com

  1. Select Settings
  2. Select Bank Accounts under Your Company
  3. Select the Bank Account Number on the account the User will be added to
  4. Select Add on the Bank Account page
  5. Select the user to add from the dropdown and select Save

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 Your Company
  3. Select the Bank Account Number you were added to
    • You can also select the pending to do list item "Finish setting up bank account ****XXXX"
  4. Select Details next to your name
  5. Select Complete Setup

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 Your Company
  3. Select the Bank Account Number

Under the Authorized User section, you'll see your username there if you:

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

You're authorized if you see Verified under Authorization Status next to your name. If you're still in Nominated status, you just need to go through identity verification to become verified.

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.