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Add a personal assistant (PA)
Add a personal assistant (PA)

Set up users so they can assist other users by creating and submitting expenses on their behalf.

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Written by Jack
Updated over 3 months ago

With the PA Assist feature, a user can have more than one assistant and will retain full access to all of the features on their account.

In order to set up your assistants, they must have already be a user on the account, as well as the users they will be assisting. 

1. Go to Admin > PA Assist.

2. Click on the New Assistant button. 

3. Select the assistant from the Choose Assistant dropdown.

4. Tick the boxes next to the users who are being assisted from the Assistant For list.

5. Click Create to add the new assistant. 

6. Once set up, the PA will have access to the assisted user's My Expenses area(s). 

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