- Login to Accrualify.
- Go to the Users page.
- Click on the "Add" button to the right of the screen.
- Enter all the details of employee. Check the box "Send Welcome" to send the user an invite and click the "Submit" button.
- Click on name or contact ID of the user created. It will display contact details page
- You need to assign role to your employee. Click on "Add Role" and select the role you want to assign to user a role. *Please note you will need a super_admin to assign system roles*
- Based on company's approval workflow, you can set the user as Vendor Account Manager, Receiver or Add as a team member in approving the invoice
- If you wanted to assign the user as Vendor Account Manager/Receiver:
- Go to Vendor tab and click on vendor name in the list page. It will display vendor details page.
- Click on Edit Vendor
- Search for the user name in Vendor Account Manager or Receiver box and click on submit button. This will set the user as Vendor Account Manager/Receiver.
- Go to Vendor tab and click on vendor name in the list page. It will display vendor details page.
- if you wanted to add the user to a team
- Go to Users Page and move to Teams tab
- Click on Add Team and enter the team name and hit submit button.
- Now, click on team name It will display the list of team members.
- Select the user name from drop-down. It will get added to the team
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