User and Group Manager

User management is an essential component of ExpensePoint that ensures that only authorized individuals can access the system. It defines access rights and permissions, controlling what users can and cannot do within the platform. This helps maintain data integrity and prevents unauthorized actions.

Overview of the User and Group Manager Module

The User and Group Manager module allows you to:

• Set up new users
• Modify user profiles and permissions
• Create and manage groups of users

Accessing the User and Group Manager

To open the User and Group Manager, click on its option located at the top of your workspace.

Workspace Layout

The upper section of the workspace displays a list of the User Groups that you have set up. The table includes:

• Group: The name of the user group.
• Role: The role assigned to the group.
• Description: A brief note to identify the group’s purpose.

User Groups are a great way to organize users by Approver, Department, Role, or other important criteria. Groups can be assigned workflows, rules, policies, flagged defaults, and GL code segment defaults so that users don’t need to select them manually.

Inline with each Group Name there is a number in parentheses, which shows how many users belong to that group.

The lower section displays all the Users from the selected User Group. The list includes:

• First Name
• Last Name
• Department
• Role
• Email Address

Searching and Refreshing Lists

You can search either the User Groups or Users by clicking the Search icon in the upper right corner of each section.

If you add a new User or Group and do not see it, click the Refresh icon to update the list.

Group Management Tasks

From the Group Tasks menu, you can:

• Add a new group
• Modify an existing group
• Delete a group

For a visual walkthrough, watch the video below about User and Group Manager.