expensemanager has four different types of users and their role and levels of access are pre-configured and maintained by the Company Administrator.
Administrator - A person who maintains the database on behalf of the company.
Claimant - A person who makes a claim.
Approver - A person who approves expenses for nominated claimants.
Payers - A person who can import and export data, maintain suppliers and run reports.
A user can be created from the appropriate tab under New User.
A user can have multiple roles.
Each new user has some mandatory default fields:-
Then dependent on their role/s in the organisation, additional fields will be presented to complete.
Every claimant will have system defined email address for their vault and must be assigned to:-
Credit card import
If the user is an Approver, the following information can be updated.
Users can be assigned to access some or all of the Company.
A history can be view of the creation date of the user and any changes made to their profile.