Manage Your Team's Users and Expense Access

As a customer admin, you get an extra tab in the sidebar: Users. This is where you see everyone on your team, control what they can see in Expense Management, reset passwords, and remove people who no longer need access. Each row shows a user's email, their role, and the date their account was created. Your own row is marked "you".

There are three roles you'll see here. Customers use the everyday tabs, like Calendar, Order, and Inventory. Customer admins can also change settings and manage users, like you. Finance users work only in Expense Management, Costs, and Reports.

Customer and finance rows have three actions: Expense Management access, reset password, and delete. Other customer admins don't get these actions. Click the filter icon to limit what someone sees in Expense Management. Leave everything empty and they can see everything.

Add billing accounts or customer numbers, and they see only those accounts' inventory, invoices, exceptions, and reports. If you choose only cost centers, they get the executive summary and the reports for those cost centers. Here, we'll limit Morgan to the main billing account and the Network Operations cost center, then click Save access. You can come back and change or clear these limits at any time.

If someone is locked out, click the key icon. Apptifi creates a new temporary password and shows it once. Copy it and share it securely. They'll be asked to choose a new password when they sign in.

To remove someone, click the trash icon and confirm. They lose access right away. Make sure you've picked the right person, because this can't be undone. New teammates are added from the Team section in Settings, which shows your team's user limit.

We'll cover that in the next lesson. That's the Users tab. Check who has access, scope what each person sees in Expense Management, reset passwords, and remove people when they leave. Next up: changing settings as a customer admin.