How to add employees as users and set them as approvers in Accrualify

1. Login to Accrualify.
   
2. Go to the Users page.
   
3. Click on the "Add" button to the right of the screen.
   
4. Enter all the details of employee. Check the box "Send Welcome" to send the user an invite  and click the "Submit" button.
   
5. Click on name or contact ID of the user created. It will display contact details page
   
6. 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*
   
7.  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
8. If you wanted to assign the user as Vendor Account Manager/Receiver:
   1. Go to Vendor tab and click on vendor name in the list page. It will display vendor details page.
      
   2. Click on Edit Vendor
   3. 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.
      
9. if you wanted to add the user to a team
   1. Go to Users Page and move to Teams tab
   2. Click on Add Team and enter the team name and hit submit button.
      
   3. Now, click on team name It will display the list of team members.
   4. Select the user name from drop-down. It will get added to the team