Help Center Home support@everlance.com Dashboard Login
  1. Everlance Help Center
  2. Everlance Teams
  3. Admins & Managers

Admins & Managers

Follow New articles New articles and comments

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 Data Exports
  • View Members' Trips and Generate Filtered Individual Exports
  • The Onboarding Process
  • Add New Members
  • Generate Member Data Exports