The People screen allows administrators to manage their teams in Emburse Spend. Admins can invite new users, organize users into groups, adjust user permissions, and deactivate accounts.
Access the People Screen
To access the People screen, select the Admin tab in the Emburse Spend sidebar, then select People.
Any user you add to Emburse Spend will appear on the People screen.
Use the filters and search bar at the top of the screen to locate members who meet your criteria.
Invite Users to Emburse Spend
To invite users to your company's Emburse Spend account, select Invite in the top right corner of the People screen.
Once an invitation has been sent, the associated email address cannot be modified. If the email address is incorrect, delete the existing invitation by selecting the Trash button to the right of the user's name on the People screen. Then you may invite the user again using the correct email address.
To learn more about the different invitation options, see Add New Users to Emburse Spend.
Edit a User's Profile
Select the Pencil button next to a user's name to view their profile.
Pencil button next to a user's name to view their profile.On a user's profile, you can:
- Assign them a role as an Admin, Manager, or Member, which determines their permissions in Emburse Spend.
- Allow them to approve expenses.
- Add the person who should review their expenses in the Managed By field.
- Add any delegates who should have access to submit expenses on their behalf.
- Edit their Team Fields, which allow you to track additional information about each employee and associate that information with the expenses they submit.
Bulk Edit Profiles
Admins can select multiple people to edit profiles in bulk. Bulk actions include granting admin status, assigning or changing managers, deactivating accounts, and editing Team Fields.
1. To perform a bulk action, check the boxes next to the desired users and then select Edit.
2. Check the boxes to the left of any of the fields you would like to update for all the selected users.
3. Update the field and select Save.
Check Users' Bank Account Status
Inidividual Users
To view an individual user's bank account status, select them in the list on the People screen to open their User Profile. You will see their bank account status at the top, directly under their name and email address.
All Users
To view all the users who do or do not have a connected bank account, select Advanced Filters at the top of the People Screen.
In the Connected Bank drop-down, select Yes or No to filter users with or without a connected bank account. Then select Apply.
Deactivate a User
If you deactivate a user in Emburse Spend, they will no longer have access to their account. However, if they have outstanding expenses that haven not been reimbursed, they can still be paid as long as their Emburse Spend account still has a connected a bank account.
On the People screen, select the 
Trash Can button to the right of the user's record.
Pending Users
If the user you wish to deactivate has not yet activated their account, confirm that you would like to delete the invitation.
Active Users
If the user has already activated their account, you may choose to deactivate the user immediately or set a deactivation date. Then select Deactivate.
Reactivate a Deactivated User
To view deactivated employees on the People screen, set the Status filter to Deactivated.
1. To reactivate a deactivated user, select Edit to the right of the user's record.
2. On the Edit User Profile screen, select Reactivate.
3. After the user is reactivated, they must log in to Emburse Spend using their previous password.
If they do not remember their previous password, they can trigger a password reset at any time by selecting the Forgot Password? link on the login screen.