User roles

Each user role enables particular Tipalti Hub functionality. Users can be assigned to one or more roles. If users have multiple accounts, different roles can be assigned to the same user for each account. To find out which roles you have been assigned, contact your designated user with the Payer Administration role.

If you exceeded the number of users you purchased, you will be charged for each additional user beyond the number originally stipulated in your contract. Note that users with only bill approver user roles are free of charge.

Select a section listed below to reveal the required user roles, descriptions of the actions you can perform with each role, and links to the relevant topics.

Payments

user role	action	topic
Approve Payment	Enables the user to approve or decline a payment file uploaded to the Tipalti Hub Users receive email notifications of payments submitted that need approval.	Submit payment instructions View payment history
Convert Funds	Allows the user to convert funds in Tipalti to a different currency	Fund Multi-FX accounts
Submit Payment	Allows the user to: Upload payment files Submit payments to Tipalti for processing.	Submit payment instructions Pay bills
Update Payment	Enables the user to update/ change payment files already uploaded to the Tipalti Hub	Cancel scheduled payments
View Balance	Displays the current balance in the various accounts configured Allows the user to generate: Reconciliation reports Account Statement reports (also requires View Payments role)	Submit payments Reconciliation report Account statement report
View Payments	Displays the "Payments" tab Allows the user to generate: Reconciliation reports 1099 Preparation reports 1042-S Preparation reports Payment Details reports Account Statement reports (also requires View Balance role)	Submit payments Reconciliation report 1099 preparation report 1042-s preparation report Payment details report Account statement report

Payees

user role	action	topic
Add Payee	Allows the user to: Add payees to the Supplier Hub and Tipalti Hub Send existing payees an invite to register in the Supplier Hub Reset the payee's login email for the Supplier Hub	Manage Supplier Hub payees Import center Send existing payee an invite to register Reset Supplier Hub login email
Payee Payment Details Administrator	If the payee is already registered with the Supplier Hub, this role allows the user to update payee payment details by logging into the Supplier Hub as the payee.	Log into Supplier Hub as the payee
Payee Reviewer	Enables the user to review, approve, request an update, and decline payee details that have been entered in the iFrame or Supplier Hub	Find payees pending review
Update Payee	Allows the user to: Update payee tax information and settings related to transactions, payments , and invoice approvals Manually submit signed payee W-9 tax forms to Tipalti on behalf of the payee Reset payee passwords and 2FA, and update payee information, such as email address, preferred entity, and name and company of payees registered in the Supplier Hub Block/ unblock and suspend/ unsuspend a payee from the payee record	Update payee tax information Manage payee status & settings Manually submit signed payee W-9 tax forms to Tipalti Reset payee password Reset Supplier Hub 2FA Update payee information Block/ unblock, suspend/ unsuspend or close payee
Update Payee Payment Details	If the payee has not yet registered with the Supplier Hub, this role allows the user to update payee payment details by logging into the Supplier Hub on behalf of the payee.	Log into Supplier Hub as the payee
View Payees	Displays the "Payees" tab Allows the user to generate Payee List reports	Search payee information Manage Supplier Hub payees Payee list report
View Secure Details	Displays payee payment information (e.g., bank account number, routing number, etc.) and other secure details, such as Social Security Number and tax and VAT numbers, which would otherwise be masked by asterisks	Search payee information Find payee payment method Find payee tax information 1099 preparation report 1042-s preparation report

Bills

user role	action	topic
Approval Management	Allows the user to: Approve bills on behalf of the designated approver Retract approved bills Manually route bills for PO matching Send bills for approval without PO matching	Approve bill on behalf Retract approval Manual routing Send bill for approval without PO matching
Bill Approver	Allows the user to: Approve bills through the Tipalti Hub or Approver Dashboard Assign GL accounts to bills Send bills back to AP Users receive a daily email informing them of all bills pending approval.	Approve bills Review and approve bill Send bills back to AP
Edit Bill Post-Approval	Allows the user to edit bills after being approved	Allow post-approval editing
Manage Bill Approvers	Enables the user to create new bill approvers	Add new bill approvers
Mark Bills as Non-duplicates	Allows the user to mark, as non-duplicates, bills that were marked by the system as potential duplicates	Mark bill as non-duplicate
New Bill Notification	Users receive an email for every newly created bill	—
Non-PO Line Approver	Enables the user to approve or unapprove non-PO bill lines This role only applies to PO matching.	Approve or unapprove non-PO bill lines
Process Bills	Allows the user to: Add bills Review and update bills, and define bill approvers Process bills manually Send reminders to approvers and payees Cancel bill approval requests and payee approval/ invoice requests Delete or dispute (and undo delete, undo dispute) bills Prepare bill payments Mark bills as paid manually Mark/ unmark bills as "Hold payment" Link bills with purchase orders Reconcile PO matching exceptions Allocate bill amounts to PO lines	Add invoices Review bill Process bill manually Send a reminder Cancel request Delete bills Dispute bill Undo delete of a bill Undo dispute of a bill Pay bills Mark bill as paid manually Mark bill as "Hold payment" Reconcile matching exceptions PO lines allocation subtab
Release Bills	Allows the user to: Release self-billing invoices for internal approval or payee approval/ invoice Mark invoices as approved by the payee or received from the payee	Post-review of bill Release bills Mark invoice as approved/ received
View Bills	Displays the "Bills" tab Allows the user to: View bills Download invoices Generate Bill Details and Bill Payment Details reports	Bills View bill Download invoice Bill details report Payment details report

Documents

user role

action

topic

Documents Approval

Enables the user to approve general documents that are required from the payee, such as ID, tax forms and company certificates
The user receives an email notification when a document is uploaded by the payee.

View Documents

Displays the "Documents" tab
Displays the Payees > Documents subtab
Allows the user to download and view documents, such as ID, tax forms and company certificates that the payee uploaded to the iFrame or Supplier Hub

Cards

user role	action	topic
Create Cards	Allows the user to create new cards, update/ cancel existing ones	Manage cards
View Cards	Displays the "Cards" tab	Tipalti cards View cards
Process Transactions	Allows the user to update the transactions and mark them as complete	Process Transactions
Expenses Admin	Gain access to the Expenses tab to manage the company's expenses	Manage Expenses
View Expenses Settings	Manage Expenses settings for the company	Manage Expenses

General

user role	action	topic
Account Billing	Displays "Account Billing" in the menu bar on the "Administration" tab Allows the user to view payer and payee fee schedules, and download Tipalti invoices	Account billing
App Monitoring Operator	Allows the user to access the "Integrations" tab and retry syncing failed records	Integrations
File Integration Operator	Allows the user to: Access the "File export" screen on the "Integrations" tab to download payment, payee, bill, and vendor credit records Access the "File import" screen on the "Integrations" tab to upload purchase orders, receipts (GRNs), GL accounts, custom field values, payment terms, units, and tax codes via standard and auto-sync Access the "File integration" screen on the "Administration" tab to configure the "Auto sync settings" (relevant for auto sync users only)	File import File export Configure import settings Configure export settings Auto-sync import workflows Import files: Standard sync Export files: Standard sync
Edit Templates	Displays the Administration > Communication subtab Allows the user to edit the layout and content of all payee email communications that Tipalti sends on behalf of the payer	Edit templates
Manage Integrations	Allows the user to manage all 3rd-party app integrations Provides the same access as users with the Technical role	Tipalti Apps documentation 3rd-Party App Integration
Payer Administration	Displays the "Administration" tab and all its subtabs Allows the user to: Manage Tipalti Hub users View company contact details Configure email notifications View and retry app sync events Configure bill settings Reset 2FA verification Close payee accounts Cancel unclaimed PayPal payments before month end Import new payees Import blocked/ suspended payees lists Customize bill lists Import GL accounts Log in as payee (for registered payees) Edit bill field settings The user with this role is notified of changes made by any other user.	Administrative operations Import center Bill lists Import GL account list
Risk Management	Displays the "Detect" tab Displays the Payees > Detect info subtab Allows the user to: Review and resolve risk cases Import blocked/ suspended payees lists Generate Blocked and Suspended Payees reports Block/ unblock and suspend/ unsuspend a payee from the payee record	Detect Find payee risk information Import center Blocked and suspended payees report Block/ unblock, suspend/ unsuspend or close payee
Technical	Allows the user to: Configure IPN/Webhook integrations Generate and manage API keys Manage custom fields	Configure IPNs/Webhooks Configure security features Manage custom fields
Expenses Admin	Allows the user to configure Expenses settings	Manage custom fields

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