How do I add or delete a user or adminisrator?

How do I add another user/ administrator or delete user?

The administrator of an account can add other users to the company from the website.

To add a user:

1.       Go to the "Administration" tab then the "Users" submenu,

2.       Click on "Add",

3.       Fill in the form and choose "Employee" in the user function,

1.        Click on the "Validation / Approval" tab to define user's invoice approver:

You can also insert other additional validators if you have several validation levels

If you add a threshold to this additional validator, the invoice will be sent directly to this validator

You have the possibility of inserting analytical axes by user to indicate information on the user such as the company, the entity, the subsidiary, the department, the geographical area, etc.

You can add a secondary email address for automatic email processing of your invoices when sent to invoices@expensya.com from a secondary email address

To finalize the addition of your user, click on ‘send invitation’

 The added user will receive a link by email to validate their account and generate a password. As soon as they validate the account, the status will switch to validated.

To deactivate a user

  1. Select the user to deactivate
  2. Click on "Actions" button then "Deactivate"

How did we do?

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