Overview
The Employee Setup screen lets administrators manage which employees have access to the Expense module and what roles they hold.
Viewing Expense Users
- Go to Expense in the left navigation bar
- Click Administration — the page opens in the Administration interface
- The Expense Users tab is selected by default and shows a list of all employees with their assigned role
- Use the Search field or Show entries selector to find specific employees
Assigning Expense Module Access to an Employee
- Click the Assign Expense Users tab
- Search for the employee you want to add
- Select their role from the dropdown
- Tick Claim for others if this employee should be able to submit claims on behalf of others
- Click Save
Editing an Existing User's Role
- In the Expense Users tab, locate the employee
- Click the Edit (pencil) icon in the Actions column
- Update the role or Claim for others setting
- Click Save
| ⚠️ Important Employees must be added to the Expense module before they can submit any claims. New employees added to JustLogin are not automatically given Expense access. |