Admins & Managers
Admins have access to their own team and manager's sub-teams below them, which they can adjust or access reports for (so above Managers in the account hierarchy). Managers can only access/edit the data and accounts for their specific team.
- Getting Started with Everlance Business: Administrator's Onboarding Guide
- Team Places: Add a New Team Place
- How to View Trips and Expenses from the Team Summary
- View the Team Mileage Summary
- Add a Team Name
- Add Expense Categories
- Expenses: Import Multiple Expense Categories
- Add Rates and Purposes
- Add Employee ID Number
- View Members' Expenses and Generate Filtered Individual Data Exports
- View Members' Trips and Generate Filtered Individual Exports
- The Onboarding Process
- Add New Members
- Generate Member Data Exports