We are excited to help you streamline your expense tracking and management with our latest feature. In this article, we’ll guide you through the process of adding users to a department. Let’s Dive in!

To explore how to add users to a department with a visual tour please click here or continue reading

To begin

  1. Log into the Merchant Dashboard
  2. Click on “Settings” on the dashboard menu
  3. Click on “Team Members” and select “Department” as shown below:

  4. Select the department where you want to add a user. Click on the three dots and choose Manage Department. You can also deactivate a department by following the same instructions as depicted below:

  5. On the opened department, click on add team member and a modal will pop up as shown below:

  6. You have the option to select from existing business members, or you can directly invite a new team member to the department.
  7. Assign a Team Member as the Department Head:
    • The department head is responsible for approving all expenses within their department before they are sent to the approvers designated by the business policies.
    • To appoint a user as the head of a department, simply go to manage the department, click on the user's name, and select “appoint as head”. Please note, that only users who have an approver role can be designated as the department head, as shown below:

Great job! You have successfully Invited a user to a Department. Now learn how to raise and approve an expense by clicking here