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Add a personal assistant (PA)

Learn how to 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 2 weeks 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.

Note: 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.Β 

To add a new personal assistant, follow the steps below:

1. Click the Account Name > Admin.

2. In the User Management section, click the PA Assist subheading.

3. Click the New Assistant + button.

4. In the New Assistant window, select the assistant from the Choose Assistant drop-down.
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5. Tick the checkboxes next to the user(s) who will be assisted from the Assistant For drop-down.

6. Click Create to add the new assistant.Β 

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

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