How to give or receive access delegation on Expensya?
As an administrator, you can manage delegated access for user accounts from the web version.
For it:
- Go to "Admin", then "Users and access"
- Click on "Delegations"
- Then click on "+ Grant a delegated access."
- Enter the name of the account owner and beneficiary as well as the type of access:
- Adding and sending expenses: the beneficiary can enter and send the expense reports instead of the owner
- Validation of expenses: the beneficiary can validate the notes instead of the owner.
- Save
Modify delegate access
- Go to "Admin", then "Users and access"
- Click on "Delegations"
- Then on the pen icon to modify
Remove delegate access
- Go to "Admin", then "Users and access"
- Click on "Delegations"
- Select the delegate access to remove
- Then click on "Remove"
