For persons with administrator role
In Cardlay Expense we think of users as people who can have one or more roles assigned. The roles are called Administrator, Expense Manager and Employee, and they control what a person has access to and what they can do. Everyone with an employee role will have access to and be able to upload receipts and submit expenses from the mobile app. People with Administrator and/or Expense Manager roles will have real-time insights into employee spend and the ability to approve or reject expenses in the web application. This is how you invite a person:
a. Find the Peoples page
In the menu, click people. Now you will land on the people page where you can see all people who currently have access to Cardlay Expense.
b. Invite a person
On the top right corner, click invite person
Now you will see an invite person form.
First add first name, last name and email. Important: If the person you are inviting has a Eurocard corporate card then please ensure that you put the Employee ID from Eurocard’s e-admin into Cardlay Expense in the field called “Eurocard employee ID”. This is the only way to ensure that their transactions are transferred from Eurocard to Cardlay Expense instantly.
Then add accounting information if you want to utilize that functionality. Lastly select the roles you would like to give the person and press send invite.
Now you can see that the person has been successfully invited and find them on the list
The invited person will now receive an invitation email where they will be asked to:
- Setup their account by confirming/editing their personal information
- Set a password
- Download the Cardlay Expense app
- Log in
c. Viewing and editing a person's details
On the people's page you can click on a person to view details
Use the tabs to see more information about the person.
Under the accounting tab you will find the place where you can update and edit the Eurocard Employee ID.
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