In Corpay Complete, users with the appropriate permissions can add employees as users who approve invoices based on a company's approval workflow. In this article, you will learn how to add an employee as a new user and configure them as a Requestor/Account Manager approver or a team member approver.
- Adding an Employee As a User
- Configuring a User as a Requestor/Account Manager Approver
- Configuring a User as a Team Member Approver
NOTE: The visibility of pages and information in Corpay Complete is based on roles assigned to users by a company as well as company configuration. As a result, some pages and information may not be visible to you or may only be available in a view only format.
Adding an Employee as a User
Users with the Universal_Admin or Admin_Users role can add employees as users in Corpay Complete.
To add an employee as a user in Corpay Complete:
1. Log in to Corpay Complete.
a. Enter your email address or username in the E-mail or Username field then click the Continue button.
b. Enter your password in the Password field then click the Login button.
2. In the left-side navigation pane, click the Users menu item.
3. On the Users tab, click the + Add button.
4. On the Add User page, complete the required fields that are marked with an asterisk along with any optional fields that are applicable.
5. Click the Submit button. The new user will be added to the Users table.
6. On the Users tab, locate the new user in the Users table then click their Name or Contact Id to open the User Details page.
7. On the User Details page, click the + Role button.
8. Complete the Add Role dialog.
a. In the Role drop-down, select a role to assign to the user. Legacy roles are denoted with an asterisk in the Role drop-down.
b. Click the Submit button.
NOTE: Once users are added and assigned roles in Corpay Complete, they can be configured as Requestor/Account Manager Approvers or team member approvers (if applicable).
Configuring a User as a Requestor/Account Manager Approver
Based on a company’s approval workflow, users with the Universal_Admin or Admin_Vendor role can configure other users as Requestor/Account Manager approvers in Corpay Complete. See the Configuring a User as a Team Member Approver section to learn how to set up a user as an approver by assigning them to a new team of approvers.
To configure a user as a Requestor/Account Manager approver for a vendor’s invoices:
1. Log in to Corpay Complete.
a. Enter your email address or username in the E-mail or Username field then click the Continue button.
b. Enter your password in the Password field then click the Login button.
2. In the left-side navigation pane, click the Vendors menu item.
3. On the Vendors tab, locate the vendor in the Vendors table that you would like the user to approve invoices for then click the vendor’s name in the Name column.
4. On the Vendor Details page, click the Edit Vendor button.
5. In the Edit Vendor dialog, select the user’s name in the Requestor/Account Manager drop-down.
6. Click the Submit button.
Configuring a User as a Team Member Approver
Based on a company's approval workflow, users with the Universal_Admin or Admin_Users role can configure other users as approvers in Corpay Complete by assigning them to a new team of approvers. See the Configuring a User as a Requestor/Account Manager Approver section to learn how to set up a user as a Requestor/Account Manager approver for a specific vendor's invoices.
To create a team of approvers and add a user to the team:
1. Log in to Corpay Complete.
a. Enter your email address or username in the E-mail or Username field then click the Continue button.
b. Enter your password in the Password field then click the Login button.
2. In the left-side navigation pane, click the Users menu item.
3. On the Teams tab, click the + Add button to open the Add Team dialog and create a new team.
4. Complete the Add Team dialog.
a. In the Name field, enter a name for the new team.
b. Click the Submit button.
5. On the Teams tab, locate the new team in the Teams table then click the name of the team.
6. Complete the Team: [Team Name] dialog.
a. In the Team: [Team Name] dialog, select the user’s name and email address in the drop-down to automatically add the user to the new team.
b. Click the Done button.
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