Add User - General

In the General tab, you can enter the user's basic information as follows:

• Email Address: Enter a valid email address for the user.
• First Name
• Last Name
• Title: Specify the user’s title within your organization.
• Department: Assign the user’s department by selecting from the dropdown list or adding a new one. New entries will be saved for future use.
• Currency: Select the currency in which the user will submit expense reports.
• Address: Enter user's primary address
• City
• State/Province
• Zip/Postal Code
• Country
• Phone Number
• Account is Disabled: Check this box to disable the user, which will revoke their access to the ExpensePoint system.

Note: To save a new user record, the following fields are required: Email Address, First and Last Name, Country, and Currency.

Watch the video below for a visual overview of the General tab when Adding a User.