Users with the Super Admin role can update user accounts for other Corpay Complete users, including assigning user roles and other information, on the Users page.
NOTE: The visibility of information in Corpay Complete is based on roles and permissions assigned to users in addition to company configuration. As a result, some information may not be visible to you or may only be available in a view only format. Follow your company’s accounting processes when completing tasks in Corpay Complete.
Accessing the Users Page
The Users page contains a table with information and actions to view and manage users.
To access the Users page:
1. Log in to Corpay Complete.
2. Select the Users menu item from the left-side navigation pane.
NOTE: The visibility of pages and information in Corpay Complete is based on roles and permissions assigned to users by a company as well as company configuration. As a result, the pages in your left-side navigation pane may be different from the pages in the image above.
3. The Users page will display. By default, the Users tab is selected.
The following table describes the available actions on the Users tab of the Users page.
|Use the Bulk Action Send Welcome option to resend a welcome email to multiple users who need to set up their Corpay Complete account.
|The Quick Filters button contains a list of filters that can filter items in the Users table.
|The + Add button is used to create a new user in Corpay Complete.
|Use the Import Users icon to import multiple users from an Excel file.
The Toggle Filter icon is used to show or hide the filter fields for each column. If the filter fields are hidden, click the Toggle Filter icon. To hide the filter fields, click the Toggle Filter icon again.
Filter Fields Displayed
Filter Fields Hidden
The following table contains descriptions of the columns in the Users table:
|The Name column contains the name of the user.
|The Email/Username column contains the email address/username of the user.
|Daily Summary Email
|The Daily Summary Email column indicates if the user is receiving a Corpay Complete daily summary email.
|The Contact Id column contains the user’s contact identification number.
|The Department column contains the user’s department.
|The Employee Manager column contains the name of the user’s manager.
|The Roles column contains the roles assigned to the user. Note that not all roles may display in the Users table.
|The Currencies column contains the user’s currency or currencies.
|The Is Delegated? column indicates if the user has had expenses, cards, or payment approvals delegated to another user.
|The Locked column indicates if the user’s account is locked.
|The Account Disabled? column indicates if the user’s account has been disabled.
The Actions column contains the following action icons:
NOTE: User roles and permissions may be updated on the User Details page.