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Admins & Managers

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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
  • Team Purposes: 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
  • How to join your company's team on Everlance Business
  • How to invite/add Team Members to your team
  • Generate Member Data Exports