How to create user groups in Expensya?

Jihen Laribi Updated by Jihen Laribi

What is a user group in Expensya?

As an administrator, you are able to create user groups in Expensya. This feature allows you to group a company’s users according to an analytical axis.

By creating user groups, you can apply specific expense rules and projects.

This action is only possible from the administrator interface available on the website.

To create a user group:

From the “Administration” tab, go to the “Users” section.

Click on “Group”, then “New group”.

Fill in the group name, and the analytical axis.

Confirm creation of the group by clicking on “Save”.

 For more details on the configuration of employee analytic axes, please see the following article: How do i add or delete a user or an administrator ?

How did we do?

Banks supported by Expensya

Assign an administrator or accountant to user group