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Request access to link an account

  • Updated

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

Request access

1. Go to Profile and go to Linked Accounts.

2. Click Add a new linked account

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3. In the email field, add the email address of the user you wish to delegate and set the access you wish to have. Then click the Request access to account button

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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.
View accounts you are linked to

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

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OTHER ARTICLES RELATED TO LINKED ACCOUNTS: