How to Manage Category Settings Across Your Organization and Sub-teams

Admins now have the ability to fully control categories within their account settings. By default, the toggle for categories will be set to ON, allowing drivers and managers to utilize them as usual. However, admins can choose to turn this feature OFF if desired.

To learn how to manage Categories settings, follow the steps below: 

Step 1: Log in to your account on the Team Dashboard. 

Step 2: Click on 'Team Settings'. 

Step 3: Click on 'Categories'. 

Step 4: To turn Categories off click on 'Edit settings'. 

Step 5: You have two options to control categories here. The first toggle controls the visibility of categories to all team members.

When this toggle is turned OFF (grey):

• Drivers won't be able to add categories to their expenses anymore.
• Existing categories on expenses will still be visible, but drivers won't be able to add new ones.
• The Category field will be hidden on your members' expense details.

Step 6: If you want your team to use categories but prevent them from creating their own, the second toggle is what you need. When this toggle is ON (green), managers of your teams and sub-teams can create and use custom categories. However, if it's turned OFF (grey), they won't be able to create categories for their sub-teams, and drivers won't see these categories in their expense details.

That's it! Now you know how to manage your team's categories.

Customer Support:

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