How do I manage users?
Table of Contents
Go to the Organization and click on the tab Users.
Add user
Click on Add users to invite a new user.
Add the e-mail and name of the new user. Click on Invite when you are done.
If you have a list of users you want to invite, click on Import from Excel to download a template that you can import in the system.
Delete users
You can also delete existing users by clicking on the three dots on the right side of the page. Deleting a user is a non reversible action. Note that all not submitted expenses will be deleted on the user.
Edit users
By clicking on a user, you can manage their Department and Employee ID. You may also make the user an Administrator, or Allow them to register expenses for others. If the user has a Corporate card, this is where you set up the accounts for that.
If you click on Manage table columns you can choose witch columns you want to show in the view.