We offer different user roles with our bill pay for business. These roles will allow you to manage your bill pay in the way that works best for your business. Depending on which plan you have, you may have the option to have multiple users. Here are the two plans: 

• With our Standard plan, you have one Level 1 user role.  
• With our Pro plan, you can have up to three user* roles. At least one Level 1 user role is required.  

Below are the different roles a user can have and what they can do: 

A Level 1 user can: 

• Schedule any bill pay payment without limitation.  
• Add and manage any bill.  
• Manage all settings within bill pay. 
• Manage user roles and permissions. 
• Upgrade or downgrade the plan subscription. 
• Review and approve payments submitted by Level 3 users.  
• Select a new Level 1 user.

A Level 2 user can: 

• Schedule any bill pay payment without limitation.
• Add and manage any bill.  
• Review and approve payments submitted by Level 3 users.  

A Level 3 user can: 

• Add and manage bills they created.  
• Make and manage payments they created. 
• Require approval for payments over the limit set by the Level 1 user.  

More information 

• With the Pro plan, a Level 1 user can change the other user roles and Levels at any time. See also, How to assign, change or remove a user's access using bill pay for business.
• To select a new Level 1 user, see also: How to choose a new a Level 1 user in bill pay for business.

*More than three user roles can be added to the Pro plan for an additional fee. See also, What are the different plans available with bill pay for business?