Throughout the Admin area you can use user groups to impose visibility restrictions. User groups enable you to make the following areas visible to a select group of users:

Note: In addition to imposing visibility restrictions at a user group level, restrictions can also be set at a department or individual (user) level.  

User groups can also be useful when reviewing your users' expenses. When searching expenses within the Finance area, you'll be able to filter by User Group before processing your approved expenses or searching your completed expenses.

To create a new user group, follow the steps below:

1. Click the Account Name > Admin.

2. In the User Management section, click the User Groups subheading.

3. Click New User Group.

4. Give your user group a Name.

5. Click Create.
​

Note: You need to have your users set up on the account first before you can complete this step. 

1. Click the Account Name > Admin.

2. In the User Management section, click the Users subheading.

3. Find the user you want to assign to a user group. You can use the filter options available if required to help find the user.

4. Click the Edit icon next to the user you wish to assign to a user group, or click the three dots icon and select Edit from the drop-down. 

5. On the Details tab, click the User Groups drop-down and assign the relevant user group to the user.

Note: You can assign a user to multiple user groups.

6. Click Update.

Once your user groups have been created and assigned to your users, you can impose visibility restrictions to elements across the Admin area using your user groups.