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Add/Link users

Learn how to add existing users to your linked ExpenseIn accounts.

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Written by Jack
Updated over 2 months ago

If a linked account has been created for you, you can link your existing users so that they have access to the linked accounts. Once added, you'll be able to manage the users within this account.

To link a user, follow the steps below:

1. Click the Account Name > Admin.

2. By default, you'll be taken to the Users page in the User Management section.

3. Click the Add button on the right hand side of the screen, then select Link Users.

4. Add existing users from other linked account(s) to this account. Select the users by ticking the box next to their name and clicking Add

5. The user(s) from the linked account will now appear in your Users list. The linked users will be sent an email explaining that they have been added to the account and are told that they can now switch between the linked accounts.

6. You can now manage those users on this account. E.g. You can manage their permissions and assign them as approvers.

Note: If you have different password complexity settings enabled for your linked accounts, the most complex option will take priority over a lesser setting. E.g. If linked account 1 has a medium setting applied, and linked account 2 has a high setting applied, both accounts will enforce the high settings.

See the Additional Settings Help Article for more information on setting password complexity.

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