How to assign my collaborators and groups to a project ?

As Administrator, Expensya allows you to assign collaborators or groups of users to a project from the website.


To assign your employees to a project :
  1. Go to "Admin", then to " Advanced settings" menu , click on "Projects" submenu,

  1. Click on a project to edit, and assign users or groups from the assignment tab,

  1. Enter an assignment period if needed,

  1. When assignments are configured, "Save".


If you do not assign any employees, the project will be visible to all users of the company.


To delete an assignment, click on the " Bin" button and save.

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