Here’s how you can easily and quickly create users in Rindegastos’ web platform.
Topics you’ll find in this article:
What kind of roles can you assign to users?
At Rindegastos we have three roles that have different powers within the platform as follows:
Administrator: This user has the permissions needed to configure Rindegastos to fit your company's needs, such as creating users, setting up policies, configuring review workflows, and defining expense categories, among others. Additionally, this role can view reports and export information on all company expenses.
Approver: This role defines users who participate in the review workflows set up by your company. Approvers can view, approve, and/or reject expenses submitted by Submitters.
Submitter: By default, all users have the Submitter role. This role allows users to create their expenses and then submit them for review according to the review workflows configured by your company.
To create a user, you must assign at least one role. However, a user can have multiple roles at the same time; for example, they can be a Submitter, Approver, and Administrator all at once.
How to create a new user in Rindegastos?
To create a user, you need at least a valid email address for each user you want to add. The process is very simple—just follow these steps:
From the "Administrator" menu, select “Users.”
In the upper right corner, click on "+ Create User."
Enter the email address of the user you want to create.
Rindegastos will notify you that the email is valid, and a new account will be created.
Enter the user’s first and last name.
Select the roles for the user; they can have all three roles if needed.
Choose a policy under which the user will create expenses and submit reports.
You can also add additional information by clicking on "+ Add additional information." Here, you can fill in details such as ID, Employee Number, Department, Position, and Cost Center.
To finish, click "Add User."
That's it! You’ve successfully created the user, and their access credentials will be sent to the registered email so they can log in to Rindegastos.
💡 Tip: Set up the roles and expense policies correctly during user creation to ensure everything operates smoothly according to your company's settings.
If you still have questions about this process, write to soporte@rindegastos.com for
details. We're here for you!