--- title: User and Group Manager description: Manage Users and Groups in ExpensePoint. --- [Back to home](https://support.expensepoint.com/migrated) - [ Overview ](https://support.expensepoint.com/migrated/overview) - [ Introduction ](https://support.expensepoint.com/migrated/overview#introduction) - [ Get Started ](https://support.expensepoint.com/migrated/overview#get-started) - [ User Interface Familiarization ](https://support.expensepoint.com/migrated/overview#user-interface-familiarization) - [ Initial Configurations ](https://support.expensepoint.com/migrated/overview#initial-configurations) - [ Receipt Management ](https://support.expensepoint.com/migrated/overview#receipt-management) - [ Manage Expense Reports ](https://support.expensepoint.com/migrated/overview#manage-expense-reports) - [ Approval Workflow and Policies ](https://support.expensepoint.com/migrated/overview#approval-workflow-and-policies) - [ Reporting and Analytics ](https://support.expensepoint.com/migrated/overview#reporting-and-analytics) - [ Advanced Settings ](https://support.expensepoint.com/migrated/overview#advanced-settings) - [ Add-On Features ](https://support.expensepoint.com/migrated/overview#add-on-features) - [ Support and Assistance ](https://support.expensepoint.com/migrated/overview#support-and-assistance) - [ User ](https://support.expensepoint.com/migrated/user) - [ Expense Manager ](https://support.expensepoint.com/migrated/user#expense-manager) - [ Submitters and Approvers ](https://support.expensepoint.com/migrated/submitters-and-approvers) - [ Profile ](https://support.expensepoint.com/migrated/submitters-and-approvers#profile) - [ Expense Manager ](https://support.expensepoint.com/migrated/submitters-and-approvers#expense-manager) - [ Approver ](https://support.expensepoint.com/migrated/submitters-and-approvers#approver) - [ Admins and Accounting ](https://support.expensepoint.com/migrated/admins-and-accounting) - [ Transaction Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#transaction-manager) - [ User and Group Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#user-and-group-manager) - [ Workflow Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#workflow-manager) - [ Settings Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#settings-manager) - [ Policy Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#policy-manager) - [ License Administrator ](https://support.expensepoint.com/migrated/admins-and-accounting#license-administrator) - [ Automation Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#automation-manager) - [ Xporter ](https://support.expensepoint.com/migrated/admins-and-accounting#xporter) - [ Analysis Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#analysis-manager) - [ Accounting ](https://support.expensepoint.com/migrated/admins-and-accounting#accounting) - [ Help Docs ](https://support.expensepoint.com/migrated/help-docs) - [ Mobile App ](https://support.expensepoint.com/migrated/help-docs#mobile-app) - [ Knowledge Center Videos ](https://support.expensepoint.com/migrated/knowledge-center-videos) - [ English Videos ](https://support.expensepoint.com/migrated/knowledge-center-videos#english-videos) - [ Vidéos en français ](https://support.expensepoint.com/migrated/knowledge-center-videos#vidéos-en-français) # User and Group Manager **User** management is an essential component of ExpensePoint™ that ensures that only authorized individuals can access the system.   User management defines the access rights and permissions for users. It determines what users can and cannot do within ExpensePoint™, ensuring data integrity and preventing unauthorized actions.  User and Group Manager module allows you to set up new users, adjust users profile or permissions as well as create groups of users.  To get to **User and Group Manager** module, click on it from the top of your workspace.  ![](https://support.expensepoint.com/hs-fs/hubfs/undefined-Dec-31-2023-08-06-30-9902-PM.png?width=657&height=86&name=undefined-Dec-31-2023-08-06-30-9902-PM.png) The upper part of the workspace includes the list of the **User Groups** that you have set up. The table will display the:  - **Group **– the Group Name to which users belong  - **Role** – the Role that was assigned to the Group  - **Description** – brief information about this Group to easily identify the purpose of its creation.  ![](https://support.expensepoint.com/hs-fs/hubfs/undefined-Dec-31-2023-08-06-42-4150-PM.png?width=646&height=309&name=undefined-Dec-31-2023-08-06-42-4150-PM.png) **User Groups** are a great way to group users together based on **Approver**, **Department**, **Role**, or other criteria you might need.  You can assign workflows, apply rules or policies, flag defaults, trigger any GL code segment defaults so that **Users **from the **Group **don’t have to select them manually.  You will notice that inline with each **Group Name** there is a number in parentheses, which displays the number of **Users** that are part of the** Group**.   The lower part of the screen will display all the **Users** from the selected **User Group** list from the top. It will include:  - First Name  - Last Name  - Department  - Role  - Email Address  Either list of **User Groups **or **Users** can be searched by clicking on the **Search** icon ![](https://support.expensepoint.com/hs-fs/hubfs/undefined-Dec-31-2023-08-07-27-7359-PM.png?width=23&height=26&name=undefined-Dec-31-2023-08-07-27-7359-PM.png) in the upper right corner of** User Groups** or **Users **sections.   If necessary, the list can be refreshed by clicking on the Refresh icon  ![](https://support.expensepoint.com/hs-fs/hubfs/undefined-Dec-31-2023-08-07-20-1212-PM.png?width=25&height=26&name=undefined-Dec-31-2023-08-07-20-1212-PM.png) Refreshing the list might be required if you have added a new User or User Group and have not reloaded the page. In this case, refreshing the list should display the newly added user.  From the Group Tasks you can:  - Add a Group  - Modify a Group  - Delete a Group  ![](https://support.expensepoint.com/hs-fs/hubfs/undefined-Dec-31-2023-08-07-08-4409-PM.png?width=244&height=136&name=undefined-Dec-31-2023-08-07-08-4409-PM.png)   Watch the video below about** User and Group Manager**.