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Bill.com user permissions for using approval features
Bill.com user permissions for using approval features

How to update Bill.com user permissions for using approval features

Ryan Goetz avatar
Written by Ryan Goetz
Updated over a year ago

In order to select Bill.com approvers directly within the Vic.ai platform, certain permissions must be in place. 

Your accounting firm's Bill.com user will need to have permissions to view roles and view users enabled in order for the BDC <> Vic.ai approval flow feature to work. 

Below is how the Bill.com’s user settings will appear before updating the correct permissions:

The easiest way to update permissions is to clone this role and add the permission to View Roles.

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