Linking accounts can be useful when you need to upload and manage expenses for someone else (e.g. if an assistant manages the expenses of a director).



Below are the steps to Request Access:

1. Check your Profile > Go to Linked Accounts

2. Click Add a new linked account

3. In the email field, add the email address of the user you wish to delegate and set the access you wish to have.

4. Click the Request access to account button


All your requests will be saved under the Accounts you are linked to with the status Pending

Important! Ensure that the account of the user you are delegating has the proper role(s) before requesting access. Otherwise, the connection might be unsuccessful. 

To know how to accept the account linking request, please click the button below:

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