Account Administrators have access to be able to change a user's details, permissions and settings within the Admin area.
To edit 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. Find the user you wish to edit by using the Filter options available.
4. Click the Edit icon, to the right of the user.
Note: You can also click the three dots icon and select Edit from the drop-down.
5. The Edit User window will appear for you to make your required changes in each tab accordingly (see below for more information).
6. Click Update to save the changes you have made.
Details
On the Details tab you can:
Change the user's personal information, Reference (optional) and Statement Identifier (optional) by overwriting the current data.
Change the user's permissions by selecting or deselecting from the Permissions options.
Change the expense policy assigned to the user by clicking the Expense Policy (optional) drop-down and selecting a new Expense Policy.
Change the approval flow(s) assigned to the user by clicking the Approval Flow (optional)/Invoicing Approval Flow (optional) drop-down(s) and selecting a new Approval Flow.
Change the user Department, User Groups and/or Custom Field data by clicking each field option to make the required change (if these features are already set up in the Admin area).
Settings
On the Settings tab you can:
Tick or untick the relevant checkboxes to change the Expense Type access for the user.
Tick or untick the relevant checkboxes to allow the user access to additional functions: Import their own credit card statements, manage their own company vehicle details or change the department when creating an expense.
Out Of Office
On the Out of Office tab you can:
Tick or untick the Enable Out of Office checkbox to set the 'Out of Office' status on behalf of a user.
Tick or untick the Only during this period checkbox to allow you to select the start and end dates of the user's absence.
Select another user to approve expenses on the user's behalf by typing the delegates name and selecting them from the suggested options.
Note: If the user is not part of an approval flow you'll see a message to state that Out of Office is only applicable to approvers.
Two-Step Authentication
On the Two-Step Authentication tab you can:
Tick or untick the checkbox for Two-step Authentication enabled. When ticked the user will be required to enter their registered email address, password and verification passcode to gain access to their account.
Employment
On the Employment tab you can:
Enter a leaving date manually; or select the calendar icon and use the date picker to select a leaving date.
Reinstate a leaver by removing the date from the Leaving Date field.
Note: Irish accounts will also have the ability to complete additional PPSN and Employment ID fields as per their Enhanced Revenue Reporting (ERR) requirements set by Ireland Revenue. For more guidance in configuring your ExpenseIn account for ERR, please refer to this dedicated Help Article.
Bank Details
On the Bank Details tab you can:
Enter, change or remove the user's bank details.
Additional Information
You can change your default user settings from the Additional Settings section found under the Advanced heading of the Admin area. This will not affect current users but will apply user settings to any future users.