Add a New User
Go to Administration in the side menu, then User Settings, User Profiles to Add or Edit a user profile. The filter displayed searches by the full name for a user profile that already exists within the system. By selecting refresh
User Settings
InvoiceFlow
Powerful supplier Invoice authorisation
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InvoiceFlow
InvoiceFlow is a cloud-based invoice approval system, no more paper moving between offices for approval.
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Changing your Password
Forgotten Password To change your password click on the I have forgotten my password link. This will ask for either your email address or your username depending on how you usually log into the system. Enter this information and click Reset Password. If
Adding a proxy user
Adding a proxy user is especially helpful in situations where full access to the profile is not needed like delegation which is explained here. Proxy access is used solely for the purpose of creating claims on behalf of somebody else. Below
Adding a delegate (Admin)
Sometimes you might want to add a delegate to profiles, so that other people within the organisation can authorise claims on behalf of another person. All admin users have delegation access across the company. It is also useful for any
Delegate Access (Admin)
Click the admin delegation button to access this feature, from the top right of the Dashboard. Select which delegate to work as by using the arrow button located next to each name or Work as myself to work as yourself.
Delegate Access (Manager)
If you have delegate access, you will see delegates available in the top right of the screen after you have logged in. Click delegates available to access the feature. Select which delegate to work as by using the arrow button located