Managing User Permissions
Last updated April 20, 2024
Introduction: As the administrator of your Expense App account, you have the ability to control access to various features and functionalities for your team members. In this guide, we'll walk you through the process of managing user permissions to ensure that each member of your team has the right level of access to the Expense App.
Step-by-Step Guide:
- Access User Management Settings:
- Log in to your Expense App account and navigate to the settings or administration section of the dashboard.
- Select "User Management" or "Team Settings":
- Look for the option labeled "User Management" or "Team Settings" and click on it to access the user permissions settings.
- View List of Team Members:
- You'll see a list of all the team members who have access to your Expense App account. This list may include their names, email addresses, and current permission levels.
- Choose a Team Member to Manage:
- Select the team member whose permissions you want to manage from the list. Click on their name or email address to proceed.
- Adjust Permission Levels:
- Within the user management interface, you'll find options to adjust the permission levels for the selected team member. This may include permissions such as viewing, editing, or deleting expenses, accessing reports, and managing settings.
- Save Changes:
- After making any necessary adjustments to the user's permissions, be sure to save your changes to apply them to the account.
- Repeat for Additional Users (Optional):
- If you have multiple team members whose permissions need to be managed, repeat the above steps for each user as needed.
Conclusion: By following these simple steps, you can easily manage user permissions within your Expense App account to ensure that each team member has the appropriate level of access to the features and functionalities they need. If you have any questions or need further assistance, don't hesitate to reach out to our support team for help.
Was this article helpful?