How to Manage Business Expense Access (Company Admin)

Admins can manage Business Expense access from the Team page in Compt. You can assign Business Expense permissions, designate finance reviewers, and configure employee manager approvals directly within an employee’s profile. Once saved, role changes apply immediately.

If you need to update Business Expense access for many employees at once, you can use the Team List CSV upload. This allows Admins to update Business Expense eligibility, reviewer permissions, and manager assignments in bulk.

This article explains how Admins can manage Business Expense access for employees in Compt.

Use this process to:

• Grant employees access to submit Business Expense claims
• Assign finance reviewers
• Set an employee manager for Business Expense approvals
• Update Business Expense access for multiple employees using a CSV upload

Before you begin, make sure:

• You are an Admin in Compt
• The employee already exists in your Team list
• You know which Business Expense roles the employee should have
• You have the correct manager's email address if the employee’s expenses require manager approval

For bulk uploads:

• Use the Compt Team List CSV template
• Enter TRUE or FALSE exactly as required in the relevant columns

To update Business Expense access for an individual employee:

1. From the left-hand sidebar, click Stipend Admin or Expense Admin, then select Team.

2. In the Team list, click the employee’s name.
3. Click the Business Expense Roles tab.
4. Check the roles the employee should have access to.
5. If you need to assign the employee as an Employee Manager, click the Compt Roles tab.
6. Update the role as needed.
7. Click Save Changes.

The updated access will apply immediately.

Bulk Team List Upload

1. Click Download Team List (CSV).
2. Open the template and review row 2 for formatting guidance. In the highlighted fields, enter TRUE or FALSE as applicable for each employee:

• compt_is_business_expense_eligible: TRUE or FALSE
• compt_is_finance_reviewer: TRUE or FALSE
• compt_is_employee_manager: TRUE or FALSE

3. In the compt_employee_manager column, enter the Employee Manager’s email address for each employee whose business expense claims require approval.
4. Save your completed file.
5. Click Upload Team Info and upload the updated CSV file.

The updates will be reflected in your Compt Team List once the upload is complete.

To update Business Expense access for multiple employees using a CSV upload:

1. Go to Team.
2. Click Download Team List (CSV).
3. Open the CSV template.
4. Review row 2 for formatting guidance.
5. In the highlighted columns, enter TRUE or FALSE for each employee:

• compt_is_business_expense_eligible
• compt_is_finance_reviewer
• compt_is_employee_manager

6. In the compt_employee_manager column, enter the Employee Manager’s email address for each employee whose Business Expense claims require approval.
7. Save the completed CSV file.
8. Click Upload Team Info.
9. Upload the updated CSV file.
10. Confirm the updates appear in your Compt Team list.

What Happens Next

After saving changes to an employee’s profile, their Business Expense access is updated immediately.

If an Employee Manager is assigned, that manager can review and approve Business Expense claims according to your organization’s approval workflow.

For CSV uploads, updates will appear in the Team list after the upload finishes processing.

Troubleshooting

If you cannot update Business Expense access:

• Confirm you have Admin permissions in Compt
• Confirm the employee already exists in your Team list
• Make sure you selected the correct role tab before saving

If your CSV upload fails:

• Confirm you downloaded the Compt Team List template
• Review row 2 for formatting instructions
• Ensure values are TRUE or FALSE
• Confirm manager email addresses are entered correctly

If you need help updating multiple employees:

• Contact your Customer Success Manager
• Email support@compt.io for assistance with a bulk upload

FAQs

Q: Where do I update Business Expense access for an employee?

A: Go to Stipend Admin or Expense Admin, click Team, open the employee profile, and update permissions under Business Expense Roles.

Q: When do role changes take effect?

A: Changes apply immediately after you click Save Changes.

Q: How do I assign an Employee Manager?

A: Open the employee profile, click the Compt Roles tab, update the role, and click Save Changes.

Q: How do I update Business Expense access for multiple employees?

A: Download the Team List (CSV), update the required columns, and upload the file using Upload Team Info.

Q: What values should I use in the bulk upload fields?

A: Enter TRUE or FALSE exactly as required in the highlighted columns.