Set up users as Administrators or Users with their name and email address. This enables them to log in with these credentials to manage their own expenses.

The administrator approves the expenses received and manages the reimbursements.

Add Users

In the Get started with Sage Expenses wizard, this step is to add any further users.

1. Click Add users.
2. Click the Add user button to invite team members.
3. Enter their email, first name, last name and permission level as Administrator or User.
4. Select Continue to the next step and then click Finish.

 TIP: You can add any other users later, in the Users section of the portal. 

When you add a user, they’ll receive an email inviting them to complete the sign-up process, unless you deselect the Send invitations checkbox.

You’ve now completed the wizard.

You’ll see links to download the mobile apps using a QR code.

Next steps

After adding any users, you can check your settings in the Expense Management section.