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.