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

  1. Use your credentials to login to your account
  2. Select Company Settings tab on the navigation menu
  3. Select the Users tab and click on Invite new users, enter their email address and assign their role (user, admin or accountant)
  4. 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

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