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.
- Add Teams Places
- How to View Trips and Expenses from the Team Summary
- View the Team Mileage Summary
- Add a Team Name
- Add Expense Categories
- Bulk Import Expense Categories
- Add Rates and Purposes
- Add Employee ID Number
- View Members' Expenses and Generate Filtered Individual Reports
- View Members' Trips and Generate Filtered Individual Reports
- The Onboarding Process
- Add New Members
- Generate Member Reports