Managing users in your claimexpenses.com organisation
Any user can be a member of any number of organisations, and have different access levels in each. For example, Jenny could be a finance administrator in JennyDance - her own independent company - and an ordinary user in Scottish National Dance, where she occasionally works as a freelancer. When she logs in to claimexpenses.com, she'll be able to see her expenses claims to both organisations side by side, and her personal reports will include all her travel for both organisations.
There are two ways in which users can join your organisation:
- They can register on the site with an email address matching a domain name that you've chosen to trust
- You can explicitly invite them by using the "New user" button at the bottom of the screen
Automatic membership for trusted domains
Automatic membership is useful if your staff are all issued with work email addresses, and you want everyone to be able to access the system and submit expenses claims. You can configure claimexpenses.com to recognise and trust any email address matching your normal work email domains, and users can then register and gain access automatically.
For example, if your staff usually get addresses like name@acme-arts.org you can enter "acme-arts.org" in the trusted domains field to allow anyone with this kind of address to register as one of your users. If your organisation uses more than one domain, that's fine - just put multiple domains separated by a comma.
Users who register in this way will only have basic access to create, submit and view their own claims and reports. They cannot see any company-wide information except the list of projects and budgets you've configured on the expenses claim form. Nonetheless, we don't recommend adding generic email domains (gmail.com, etc) to your trusted list as this will allow users testing the system to submit claims to your organisation and may cause confusion.
Manually inviting users
If you don't want to allow automatic registration, or you want to add someone using their own personal or external email address, just click the "New user" button at the bottom of the user management screen. You can invite anyone with any email address this way - they'll receive a notification email and if they're new to claimexpenses.com that will include a link inviting them to click through to the system and choose a password.
When you invite users manually, you can choose their access level at the time you invite them.
Changing user permissions
There are three levels of access permissions on claimexpenses.com:
- User - can submit claims and view reports on their own travel and expenses.
- Admin - can also view reports for the whole company and manage normal user accounts. This might be an appropriate level for an environment officer / green champion.
- Finance - can also process claims, edit submitted claims, and manage all settings and user accounts.
Removing users from your organisation
You can also remove a user's membership of your organisation with the dropdown menu in the "Roles" column of the user settings tab.
Users who have been removed from your organisation cannot edit or submit any expenses claims, view any organisation-wide reports, or access your settings.
They will however still be able to login to the claimexpenses.com system, and will have read-only access to their own submitted expenses claims and reports on their historical personal travel and expenses. This is because they may need access to these details for their own records.