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 be the expense manager of multiple teams, however, an employee can only be a member of one team.
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.