How to Manage Business Expense Access (Company Admin)

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

2. Locate the employee that you would like to update on the Team List, and click on the Employee's Name. Click on the Business Expense Roles Tab and check-off the appropriate roles that the employee should have access to. 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 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 tasked with approving 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.