How do I manage users?

Modified on Mon, 03 Apr 2023 at 11:42 AM


This article shows you how to manage users.

First, go to the organization and click on the Users tab.


Add User
Click Add User to invite a new user. 


Add the email address and name of the new user. Click Invite when you're done. If you have a list of users you want to invite, click Import from Excel to download a template that you can import into the system. 

Delete user
You can also delete existing users by clicking the three dots on the right side of the page. Note: Deleting a user is an irreversible action. Note that any unsubmitted output on the user will be deleted.

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Edit user
user By clicking on a user, you can manage their department and employee ID. You can also make the user an administrator or allow them to register expenses for others. If the user has a corporate cardset up the accounts for it here.


When you click Manage Table Columns, you can select the columns that you want to display in the view. 


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