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User and Administrator Management

Role of Users on Expensya

This article details the roles of employees, approvers, accountants, administrators, and delegated access. From creating expense reports to comprehensive administrative tasks, each role's responsibilities and capabilities are outlined. Explore the admin tab to configure these roles and streamline your expense management process.

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Add or Delete a User or an Administrator

Discover how Expensya simplifies the process of adding users through its web platform, a task exclusive to Administrators. This guide takes you step-by-step, from filling out user details and assigning roles to setting up validation processes and incorporating analytical axes. Learn how to efficiently invite users, handle existing email conflicts, and even disable users when necessary. Streamline user management with Expensya’s intuitive interface.

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Creating User Groups in Expensya

This article guides you through the steps of creating and customizing user groups, providing a streamlined approach to optimize expense tracking for specific projects or departments

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Assigning an Administrator or an Accountant to a User Group

This article guides administrators through the process, accessible under the 'Administration' tab and 'Users' submenu. Learn how to access user profiles, assign them to specific groups, and create new groups if needed.

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Edit Users in Bulk

If you want to make extensive changes to your users as an administrator, Expensya makes it easy for you with its available export feature. The simplest method is to export the users, make the necessa…

Updated by Rim Ferchichi

Manage Your Password

This article guides users on generating a new password or modifying an existing one.

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