This article will help you understand the users page and explain all possibilities.
In the users overview, you can view immediately the users' names, emails, assigned groups, roles and the status.
When you click the name of the user, you can see the user's profile and details opening from a side panel:
The user's profile has 4 different tabs:
- Account : Manage the user's approvers, controllers, approver/controller capabilities, out of office approver, group membership and status
- Roles: Assign users the role of Finance, Director, Treasurer, Analyst, Administrator and/or Branch manager
- Details: Manage the user's personal info and user properties
- Preferences: Manage the user's preferences such as interface language, default and display currency, date format, distance unit and decimal separator
You can filter the users based on status, branch or group.
The Import option allows you to import users, approvers and controllers.
The Export option allows you to export users, approvers, controllers, out of office approvers and linked accounts.