Each user permission enables particular Tipalti Hub functionality. Users can be assigned to one or more permissions. If users have multiple accounts, different permissions can be assigned to the same user for each account. To find out which permissions you have been assigned, contact your designated user with the Payer Administration role.
We're gradually replacing individual user permissions with predefined roles in Team management, which is being rolled out throughout 2026. To learn about the User roles for teams, see User roles.
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 permissions are free of charge.
Select a section listed below to reveal the required user permissions, descriptions of the actions you can perform with each permission, and links to the relevant topics.
Payments
Permission
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.
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.
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
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.
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
Use these permissions to manage who can view, process, approve, and maintain bills in Tipalti. Assign roles based on day-to-day AP workflows—invoice intake, approvals, PO matching, and payment preparation.
Permission
Action
Topic
Approval Management
Allows the user to:
Approve bills on behalf of the designated approver
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)