Modify User

Before editing a user, ensure you have the correct User Group selected at the top of the workspace. Typically, this will be the All Users group, unless the user belongs to a different group, which you can select accordingly.

Adding a New User

To add a user, click the Add User option from the User Tasks navigation menu on the left side of the screen.

Editing an Existing User

To modify an existing User, select Modify User from the User Tasks navigation menu on the left side of the screen and the User Editor window will open.

Modify User menu option in the User Tasks navigation menu

The User Editor includes the following main tabs:

General
Permission
Members
Roles
Categories

General Tab

In the General tab, you can edit the user's basic information, such as:

Email Address
First Name
Last Name
Title: The user’s title within your organization.
Department: Select the user’s department from the dropdown list.
Currency: Select the currency the user is expected to submit their expense reports in.
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Phone Number
Account is Disabled: Check this box to disable the user’s access to the ExpensePoint system.