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.
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.
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 
in the upper right corner of User Groups or Users sections.
If necessary, the list can be refreshed by clicking on the Refresh icon 
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
Watch the video below about User and Group Manager.