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:
Departments
Categories
Projects
Tax Rates
Mileage and Fuel Rates
Custom fields
Time rates
Please Note: In addition to imposing visibility restrictions at a user group level, restrictions can also be set at a department or individual 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.
Create a new user group
To set up and create a new user group, complete the following steps:
1. Go to Admin > User Groups.
2. Click New User Group.
3. Give your user group a Name.
4. Click Create.
Add your users to a user group
Please Note: You need to have your users set up on the account first before you can complete this step.
1. Go to Admin > Users.
2. 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.
3. Click Edit next to the user you wish to assign to a user group.
4. In the Details tab, click the User Groups dropdown and assign the relevant user group to the user. You can assign a user to multiple user groups.
Setting visibility by user group
Once your user groups have been created and assigned to your users, you can impose visibility restrictions using your user groups.
