Admin Only - Users and Permissions

Users with administrator permissions can add new users, delete users, and assign delegate roles (for approving batches.)

Portal Tool Strip

Users with administrator permissions will see an Admin button on the right side of the tool strip bar.

Button	Action
Admin	Click Admin to open the screen that allows you to add a user who can process or approve Expense Invoices.

Admin Screen Tool Strip

Button	Action
Add Accounts Payable Clerk	Click Add Accounts Payable Clerk to add a new user.

Add User Dialog

Tool Strip

Button	Action
Save	Click Save to save new user entries or edits to existing user entries. A confirmation message will appear when a new user has been added successfully.
Search	Click Search to perform a search after entering search criteria.
Clear	Click Clear to clear any selected Search Criteria so you can begin a new search.

Search Criteria

Because the default results will be from your Profit Center, you will only need to use the Search Criteria to locate and add users from another location. Enter a first and/or last name and click Search in the tool bar.

Grid

By default, the results will display users from your Profit Center.

Column	Description
First Name	Displays the first name of the user.
Last Name	Displays the last name of the user.
Primary Location	Displays the user's primary Profit Center assignment.
Is Manager Delegate?	Select the checkbox to give a user permissions to approve and decline batches. Delegates do not have permissions to add new users.
Delete	Hover in this column and click the blue X that appears to delete a user. When the blue X is clicked, the Delete Confirmation screen appears. Click OK to complete the deletion or Cancel if you do not want to delete the user. A confirmation will appear on-screen when a user has been removed successfully.