From the General tab you can enter User's basic information such as:
- Email Address - enter a valid email address of the user
- First Name
- Last Name
- Title - enter the title of the user within your organization
- Department - assign the department to which this user belongs. Select the department from the dropdown list or edit a new one. Your new entry will be memorized by the system and available for future use.
- Currency - select the currency in which the user is expected to submit the expense report.
- Address 1 - enter user's address
- Address 2
- City
- State/Province
- Zip/Postal Code
- Country
- Phone Number
- Account is disabled checkbox option - by clicking on this checkbox, the user will be disabled and will no longer have access to the EP system.
To create a new user, you will need at minimum their Email Address, First and Last Name, Country as well as their Currency. Otherwise you will not be able to save the record.
Watch the video below about the General tab when Adding a User.