![ExpensePoint White Logo.png]](https://support.expensepoint.com/hs-fs/hubfs/ExpensePoint%20Logos/ExpensePoint%20White%20Logo.png?height=40&name=ExpensePoint%20White%20Logo.png){kind=small}
Admins and Accounting
Transaction Manager
User and Group Manager
- User and Group Manager
- Add Group
- Add Users to a User Group
- Link Categories to a User Group
- Assign Roles to a User Group
- Set Permissions for a User Group
- Add User
- Modify Group
- Delete Group
- Add User - General
- Add User - Permissions
- Authoring
- Add User - User Defaults
- Add User - Member Of
- Add User - Roles
- Modify User
- Blacklist Status
- Send Password Recovery Email
- Remove Account Lockout
- Force Password Change
- Delete User
- Restore Deleted User
Workflow Manager
Settings Manager
- Company Information
- Communication
- Categories
- Add Category
- Add Category - General
- Groups
- Field Labels
- Vendors
- GL Codes
- Edit Category
- Delete Category
- Company Links
- Add Link
- Edit Link
- Delete Link
- Upload Hosted Document
- Delete Hosted Document
- GL Segments
- Add GL Segment
- Edit GL Segment
- Delete GL Segment
- Move Up / Move Down
- GL Rules
- Add Rules
- Edit Rules
- Delete Rules
- Payment Type
- Add Payment Types
- Edit Payment Types
- Delete Payment Types
- Projects
- Add Projects
- Edit Projects
- Delete Projects
- Billable Sources
- Edit Billable Sources
- Delete Billable Sources
- Taxes
- Add Taxes
- Edit Taxes
- Delete Taxes
- User Defined Field
- Add User Defined Field
- Edit User Defined Field
- Delete Custom Field
- Report Fields
- Add Report Fields
- Edit Report Fields
- Delete Report Fields
- Move Up/ Move Down
- Advanced Settings
- Add Billable Sources
- Security and Privacy