If a user group was added incorrectly or is no longer required in ExpenseIn, an Account Administrator can edit or delete user groups from the Admin area.

Note: If you want to change a user group assigned to a user, see our Edit user details, permissions and settings Help Article.

If you want to change the name of an existing user group, follow the steps below to edit a user group:

1. Click the Account Name > Admin.

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

3. Click the Edit icon next to the relevant user group to edit it, or click the three dots icon and select Edit from the drop-down.

4. Enter the user group name as required.

5. Click Update.

If a user group is no longer required, follow the steps below to delete the user group(s):

1. Click the Account Name > Admin.

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

3. Click the three dots icon next to the relevant user group and select Delete from the drop-down.

Note: To delete multiple user groups, tick the checkboxes next to each user group or tick the Select All checkbox, then click Actions and select Delete from the drop-down.

4. Click Continue on the pop-up window to confirm the deletion of the selected user group(s).