User Group Management

What are user groups? How to create a user group?

User groups are utilized for approval purposes and can be integrated into workflows, allowing you to add an entire group instead of individual users.

• User groups can be managed in Admin > User groups view.
• Anyone who belongs to the user group assigned to the workflow can view the invoice and approve it. 

Creating a User Group

1. Navigate to Admin > User groups view.
2. Click Add a new user group (+).
3. Enter a name for the user group to the Name field.
4. Change profile icon selection allows you to personalize the user group icon colour.
5. Select the users from the menu on the right side by clicking their name.
6. To inactivate the user group, activate the Not Active box.
   1. Inactive user groups will not appear as an option in the workflow.

Approval Limits

User group approval limits must be set by company and invoice type in order for the user group to be part of the workflow and therefore approve invoices.

1. Select Companies under Approval Limits tab and assign the correct companies.
   1. Companies should be added before approval limits can be set.
2. Once the companies have been added, navigate back to Approval limits tab.
3. Add one row for a company the user is assigned to.
4. Then, select All companies and/or All invoice types and click Add.
5. The system will add a line for every invoice type, approval limit and currency for every company the user is assigned to.

Companies

Use the Search companies box to search for the companies for which the user is associated with.

• You can search by company code, company name or part of company name.

Once you find the correct company, click the company's name and the company will be added to the user’s profile.

Under the Associated companies section, click the name of a company to remove the company from the user's profile.