User Roles
Role | Access Set | Functionality |
Admin | On signup or by invite | All functionality and modules |
Advisor | By invite | As per Admin plus additional advisor features |
Submitter Only | By invite | Visibility to only expenses submitted by the user or transactions assigned to them. |
Inviting New Users
Go to Settings > Users and click the New User button.
Fill in the required fields:
First Name
Last Name
Email
Approver – Select an approver from the dropdown list.
Role Type – Choose Admin, Advisor, or Submitter (see above).
Once complete, click Invite User to send the invitation.
Additional Tabs
Banking Tab: Add the user’s bank account details for payments or reimbursements.
Groups Tab: Assign the user to one or more account groupings. This controls account-level access (only applies to Submitter roles).
Edit or Delete Existing Users
To update details, banking info, or group assignments for an existing user:
Go to Settings > Users.
Find the user you want to manage and click the three-dot menu beside their name.
Select Edit to open their profile (Details, Banking, or Groups tabs).
Make any required changes and save.
To remove a user, click Delete from the same menu.
