Users and teams

Click Invite person in the top-right corner.

  1. Enter the user's first name, last name and email address.
  2. Choose the appropriate role:
    • All users are assigned the Employee role by default.
    • Additional roles can be assigned based on required access:
      • Administrator
      • Card Manager
      • Expense Manager
  3. Add the user to a team.
  4. Send the invitation.

The invited user will appear under Invited.

Link zur Frage
  1. Go to People.
  2. Click Create Invitation in the top-right corner.
  3. Switch to Invite Multiple People.
  4. Download the Excel template.
  5. Complete the template with the required information for each user:
    • First name
    • Last name
    • Email address
    • User role

Follow the instructions in the file to ensure the information is entered correctly.

  1. Upload the completed file by dragging it into the upload area or clicking Browse.
  2. Review any validation errors. Correct any errors and upload the file again before proceeding.
  3. Click Send Invitations.

Once sent, all pending invitations are visible under Invited.

Link zur Frage

Under People, you can invite, manage and deactivate users and view the total number of active users.

People is divided into three tabs:

  • Invited: View users who have been invited but have not accepted their invitation. You can see their name, email and assigned roles.
  • Active: View active users, including their names, emails, teams and assigned roles. Select a user to view:
    • Number of teams they are part of and their roles in each team.
    • Address.
    • Cards connected to the user.
  • To deactivate a user:
    1. Scroll to the bottom of the personal details side menu.
    2. Click Deactivate and follow the steps.
  • Deactivated: View all users who have been deactivated.

Note: If a user is deactivated while they have outstanding transactions or expenses, the system does not notify anyone. These transactions remain visible and can be completed by an Expense Manager.

Link zur Frage

Under Teams, you can view teams with and without people and the total number of teams.

For each team, you can see:

  • Team name
  • Team ID
  • Card Manager and Expense Manager assigned to the team
  • Number of employees

Select a team to view:

  • Card Manager and Expense Manager
  • Employees
  • When and by whom the team was created

Empty teams are also listed.

To add people to an empty team:

  1. Click the empty team.
  2. Assign people to their respective roles.
  3. Click Save changes.
Link zur Frage
  1. Go to Teams and click Create team in the top-right corner.
  2. Enter the team name.
  3. Add Expense Managers, Card Managers and Employees, or leave the team empty and add people later.
  4. The team will appear in the list on the Teams page.
Link zur Frage