.avif?table=block&id=209a82a4-244b-807e-ade3-c3f81b046454&cache=v2)
People
Under the people tab, you’ll find all tools needed for user management. This is where you can invite, manage, and deactivate users, as well as view the total number of active users in the system. The people section is divided into three tabs: invited, active, and deactivated.
Invited: View users who have been invited but have not yet accepted their invitation. You can see their name, email, and the roles assigned to them.
Active: View all active users, including their names, emails, teams, and assigned roles. Clicking on a specific user allows you to view their personal details, such as:
- The number of teams they are part of and their roles in each team.
- Their address.
- Information about when and by whom the user was created.
To deactivate a user:
- Scroll to the bottom of the personal details side menu.
- Click the deactivate button and follow the steps to complete the
process.
Deactivated:
View all users who have been deactivated.
Note: If a user is deactivated while they still have outstanding transactions or expenses, the system does not notify anyone. However, these transactions remain visible and can be completed by an Expense Manager.
Inviting new users
To invite new users, press the invite person button in the top-right corner. Follow these steps:
- Fill out the user’s first name, last name, and email address.
- Choose the appropriate role for the user:
All users will by default be assigned the employee role. You can assign additional roles based on the access they need in the system:
- Administrator
- Card Manager
- Expense Manager
- Add the user to a team.
- Send the invite.
The invited user will now appear under the invited tab.
Teams
View teams with and without people, as well as the total number of teams.
Teams with people: Team name
Team ID Card Manager and Expense Manager assigned to each team Number of employees in each team
Clicking on a specific team opens a side menu with detailed information, including:
The Card Manager and Expense Manager of the team.
The employees in the team.
Information about when and by whom the team was created.
Teams without people: Empty teams are listed under this tab. To add people to a team:
- Click on the empty team.
- Assign people to their respective roles.
- Press save changes.
The team will automatically move to teams with people once roles are assigned.
Powered by