User permissions
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 |
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| Convert Funds | Allows the user to convert funds in Tipalti to a different currency | Fund Multi-FX accounts |
| Submit Payment |
Allows the user to:
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| Update Payment | Enables the user to update/ change payment files already uploaded to the Tipalti Hub | Cancel scheduled payments |
| View Balance |
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| View Payments |
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Payees
Permission |
Action |
Topic |
|---|---|---|
| Add Payee |
Allows the user to:
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| 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:
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| 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 |
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| 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 |
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Bills
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:
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| Bill Approver |
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| 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 |
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Approve or unapprove non-PO bill lines |
| Process Bills |
Allows the user to:
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| Release Bills |
Allows the user to:
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| View Bills |
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Documents
Taxation
Permission |
Action |
Topic |
|---|---|---|
| Tax Notifications | Allows the user to receive notification of taxation cases (e.g., when the maximum withholding amount is reached) | — |
Cards & Expenses
Permission |
Action |
Topic |
|---|---|---|
| Create Cards | Allows the user to create new cards, update/ cancel existing ones | Manage cards |
| View Cards | Displays the "Cards" tab | |
| View full card number | Allows the user to reveal the full card number for all employee-issued cards, in addition to the standard masked view | View card details |
| 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 |
| View all expenses | Allows the user to view any expense and its approval status, including expenses not assigned to them. Use with Approve all expenses to intercept and override approvals | Override expense and card approvals |
| Approve all expenses | Allows the user to review, approve, reject, and reimburse any expense, including expenses not assigned to them. Overrides the assigned approver | Override expense and card approvals |
| Submit expenses | Allows the user to create and submit their own expenses for approval | Create and submit expenses |
| Manage expenses | Allows the user to review, approve, and reject expenses assigned to them | Manage and approve expenses |
| Issue reimbursements | Allows the user to reimburse employees for approved expenses | Reimburse expenses |
General
Permission |
Action |
Topic |
|---|---|---|
| Account Billing |
|
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:
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| Edit Templates |
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| Manage Integrations |
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| Payer Administration |
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| Risk Management |
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| Technical |
Allows the user to:
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| Expenses Admin | Allows the user to configure Expenses settings |