Admins are the only ones who can create and assign teams in Cardlay Expense. Once set up, an Expense Manager can only see and approve expense in their team. A person can belong to multiple teams, both as an expense manager and as an employee.
1.Click the ‘teams’ tab in the side menu
2. Click the create teams tab in the upper right corner
3.Once clicked, a side menu will pop out where you can enter details such as:
Team name e.g. marketing
Team ID e.g. could be an ID corresponding to an ERP system (this is not a required field)
Team description
Add expense managers and team members
Once everything is filled out click the create team button.
Congratulations, you have successfully built your first team.