If you are the owner or an admin, you have the ability to invite colleagues and assign roles
To invite a colleague, follow the steps below
- Use your credentials to login to your account
- Select Company Settings tab on the navigation menu
- Select the Users tab and click on Invite new users, enter their email address and assign their role (user, admin or accountant)
- Next, you can set the roles (admin or user) for each users
Tip:
- User: Access to manage their reports & expenses
- Admin: User access + invite other users and access to company settings
- Accountant: User access + ability to reimburse approved reports
