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
Getting Started As an Administrator
Menu
MyExpenses for Administrators
Menu
MyExpenses User Settings
These settings are available on user profiles setup for MyExpenses. For help setting up a new user, and general settings see Add a new User. In a user profile, the menu on the right hand side allows you to view
Authorise new claimants
Once claimants have created an account using self registration, for security reasons they need to be authorised so that the claimant can process any claims created. From the Dashboard, in the Profile request approval box, you will see the number of users awaiting
Add claim category to a group of users
Firstly navigate to Administration in the sidebar, then to Expenses and then to Categories. You can add claim categories to all or multiple users on the system at the same time. To add the category to a group of users
Adding bank details
Adding bank details to the system must be done if you pay claimants through BACS and have a file produced by MyExpenses. Adding bank details is usually done by the claimant themselves but as an admin user bank details can
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.
Employee Leavers
Restrict Access You can enter a termination date for the employee in their user profile settings, preventing them from logging into the site after this date. You can do this in the User Profile Settings, in the Administration area. Click