Compt: How to Manage your Team Page - Admins

Admins can manage Employee records from the Team page in Compt. From this page, you can select one or more Employees and take actions such as sending invitations, activating or deactivating Employees, assigning reviewers or delegates, previewing stipends, making funding corrections, giving spot bonuses, and adding Employees to groups.

You can also update Employee information directly from the Team list by clicking into editable fields and changing the text. If you need to reactivate a deactivated Employee, show deactivated team members in the list and then use the Activate action.

OVERVIEW

Compt is a platform employers use to manage stipends, reimbursements, and Business Expense programs for Employees. A stipend is a set amount of money your company provides for eligible expenses.

The Team page helps Admins manage Employee access, stipend setup, and related Employee actions in one place. It is especially useful when you need to update multiple Employees at once.

Groups can be used to control eligibility for certain stipends. If your company wants to use groups, contact support@compt.io for setup assistance.

WHEN TO USE

Use this process when you need to:

  • Invite Employees to join Compt
  • Activate Employees
  • Deactivate Employees
  • Assign a reviewer
  • Assign a delegate
  • Preview Employee stipends
  • Make a funding correction
  • Give a spot bonus
  • Add Employees to a group
  • Edit Employee details from the Team list
  • Reactivate a deactivated Employee

BEFORE YOU START

Before managing your team, make sure:

  • You have Admin access in Compt
  • The Employee already appears in the Team list if you plan to update their status or details
  • You know which action you want to apply before selecting Employees
  • You contact support@compt.io if you need groups enabled for stipend eligibility

HOW TO

To take action on one or more Employees:

  1. Log into Compt.
  2. Click Stipend Admin or Expense Admin.
  3. Click Team.
  4. Find the Employee or Employees you want to manage.
  5. Check the box next to each Employee’s name.
  6. Click Actions in the upper-left corner of the page.
  7. Select the action you want to complete:
    • Send Invitation
    • Activate
    • Deactivate
    • Assign Reviewer
    • Assign Delegate
    • Preview Stipends
    • Funding Correction
    • Give Spot Bonus
    • Add to Group

  1. Follow the prompts for the selected action.
  2. Save or confirm your changes.

To edit Employee details directly from the Team list:

  1. Click Stipend Admin or Expense Admin.
  2. Click Team.
  3. Locate the Employee record you want to update.
  4. Click the field you want to edit.
  5. Add, remove, or replace the text.
  6. Save the change if prompted.
  7. Confirm the updated information appears in the Team list.

To reactivate a deactivated Employee:

  1. Click Stipend Admin or Expense Admin.
  2. Click Team.
  3. Search for the Employee’s name.
  4. Uncheck Hide Deactivated Team Members at the top of the list.
  5. Check the box next to the Employee’s name.
  6. Click Actions.
  7. Click Activate.
  8. Confirm the Employee status is updated.

WHAT HAPPENS NEXT

After you complete an action, the selected Employee records are updated in Compt.

Depending on the action, Employees may receive access changes, invitation emails, updated reviewer or delegate assignments, stipend changes, or group assignments.

TROUBLESHOOTING

If the Employee does not appear in the Team list:

  • Search for the Employee by name
  • If they were deactivated, uncheck Hide Deactivated Team Members to show their record
  • Confirm the Employee has already been added to Compt

If you cannot reactivate an Employee:

  • Make sure Hide Deactivated Team Members is unchecked
  • Select the Employee
  • Click Actions
  • Click Activate

If you need to use groups, but the option is not set up:

  • Contact support@compt.io for help setting up groups

If you need to update several Employee roles or settings at once:

  • Use the checkboxes to select multiple Employees before clicking Actions
  • Confirm the selected action applies to all selected Employees before saving

FAQS

Q: What actions can I take from the Team page?

A: Admins can send invitations, activate or deactivate Employees, assign reviewers or delegates, preview stipends, make funding corrections, give spot bonuses, and add Employees to groups.

Q: Can I edit Employee information directly from the Team page?

A: Yes. On the Team page, you can click editable fields and add, remove, or replace text.

Q: How do I find a deactivated Employee?

A: Search for the Employee, then uncheck Hide Deactivated Team Members to display deactivated records.

Q: Can groups control stipend eligibility?

A: Yes. Groups can be used to create stipends that are only available to certain Employees.

Q: How do I set up groups?

A: Contact support@compt.io for help setting up groups.

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