Inviting people to your account
To invite people to your company's Emburse Spend account, you'll need to send out a unique invitation so that person can join the official company account. This could be employees, accountants or outside contractors. Each user will receive an email invitation and must use the link in the email to join the company account.
Click on the "Admin" tab in the top left-hand corner of the navigation bar to access your company account, and then click on the "People" section in the Admin navigation bar. If you don't see this menu click on the Emburse Spend logo in the upper left-hand corner.
Once you are in the "People" section, click on the blue "Invite Team Members" icon in the top right corner of the blue top bar. This will prompt you to type in the user's email and add an optional note. You can invite more than one user at a time by separating email addresses with a comma.
Advanced options for inviting users
There are two additional options when inviting users to your Emburse Spend account. To view them, click "advanced" below the note field.
Schedule Deactivation Date
If you would like to invite a user to the account for a temporary amount of time, you can schedule a deactivation date in advance. This comes in handy, especially for recruiting candidates who have limited time to interview on-site.
Sending Email Invitations Later
At the bottom of the window, you can toggle "NO" given the option to send the email invitation now. This will allow you to configure your Emburse Spend account before new users join. This comes in handy, particularly during account configuration - you can set up manager relationships, departments, and rules prior to employees setting up their accounts.
When you are ready to send the invitation, click the "send invite" button beneath their name:
You can also take this action in bulk by selecting multiple people and then clicking the green "send invites" at the top of the page:
Once your team members set up their accounts, they will appear on the People page. Next, you can scroll through the different Team Fields (such as Department, Group, or Location) to sort through your users. Learn more about Team Fields.
Editing an employee's profile:
Click the pencil icon next to someone's name to view their profile settings, assign them a role as an admin or manager, and edit their Team Fields.
Learn more about the difference between admins and managers here.
Learn more about Team Fields here.
Taking bulk actions on your team
You can select multiple people before performing a particular action. This includes granting admin status, assigning or changing managers, deactivating accounts, or editing Team Fields. After selecting teammates, click on the pencil icon to take the desired action on that group of people.
Note that you must check the box next to the item in order to make changes to that part aspect of the employees' profile:
How to deactivate a user from your account
Deactivating an employee in Emburse Spend means that they can no longer log into their account. However, if they have outstanding expenses, they can still be paid out so long as there is still a bank account connected. You can always re-activate an account!
If you need to deactivate a person from your account and they have no accepted their invitation you can simply delete them from your People list.
To view deactivated employees in your account, click on the "Deactivated" section under Status on the right side of your people page.