How to Manage Business Expense Access (Company Admin)

Business Expense Admin View Video:

This video is an interactive demo that walks through each step of the Admin Dashboard. It highlights the key tools available to manage employee perks, track usage, and customize offerings. Please review for hands-on guidance on maximizing the platform’s value.

1. Click Stipend Admin or Expense Admin on the left sidebar and select Team.

2. Locate the employee you want to update on the Team List and click on the Employee's Name. Click on the Business Expense Roles Tab and check the appropriate roles the employee should access. Click Save Changes, and they will have the selected access assigned immediately. 

Please note: If you need to change the role of many employees at one time, please partner with your Customer Success Manager or support@compt.io, and we can assist you in bulk uploading these changes.

Bulk Team List Upload

1. Click the Download Team List (CSV) button.

2. Ensure you input TRUE or FALSE in the highlighted fields of the template specified in row 2. These fields are as follows:

compt_is_business_expense_eligible: TRUE or FALSE

compt_is_finance_reviewer: TRUE or FALSE

compt_is_employee_manager: TRUE or FALSE

compt_employee_manager: Input the Employee Manager's e-mail address to approve each employee's business expense claims.

3. Click Upload Team Info to upload the list you completed.

4. The updates will now be added to the Compt team list.