Add User - Permissions

In the Permissions tab, you can assign and modify all necessary permissions for the user you are creating or modifying.

Permission Categories

Permissions are grouped into the following categories:

Administrative:

• Accounting Rights
• Analysis Manager
• Automation Manager
• Importer
• License Administrator
• Payment Manager
• Policy Manager
• Settings Manager
• System Administrator
• Transaction Administrator
• User and Group Manager
• Workflow Manager
• Xporter

Standard:

• Expense Manager
• Private Billable Sources
• Private Project Numbers
• Private Vendors
• Split Expenses
• Transaction Manager

Advanced:

• Advanced Report View
• Mark Hardcopy Received
• Select Any GLCode

Receipt Imaging:

• Imaging Upload

Note: Checking the Analysis Manager permission enables you to choose which reports are restricted for the user.

How to Grant or Revoke Permissions

• To grant a permission, click the checkbox under the green icon.
• To revoke a permission, click the checkbox under the red icon.

Note: If you are editing an existing user, you will also see a green or red icon under the User Group icon , which will indicate whether or not this user belongs to a User Group.

Email Notifications Subscription

The Permissions tab also has a Subscribe for email notifications checkbox. Selecting this will enable the user to receive notifications configured in your organization’s Communication Preferences. Users can later choose to unsubscribe if they wish.

Watch the video below for a visual guide on User Permissions.