How to assign users in Expense Control?
To enable employees to track their expenses using Expense Control, you first need to assign them as users.
By doing so, you grant them full access to the feature and they can start tracking their company expenses:
- Click on “Assign user” and choose your employees
- In the App feature column, you can manage who has access to the Expense Control App. Note that, when you assign users, they appear with the access deactivated. Click on Activate >> Confirm to give them access to the tool.
Additionally, from the main view, you will also be able to see a count of users, as well as physical or virtual cards in use.
To add new users and cards, simply go to “Add users” and select the pencil icon from the purchase ticket. You'll be able to modify your purchase with just a few clicks.