Here’s how you can add submitter users to a policy on Rindegastos’ web platform.
Topics you’ll find in this article:
What should you consider when adding users to a policy?
To add users to a policy, keep the following in mind:
You must have an assigned administrator role.
You need the necessary permissions to configure expense policies in your company.
How to add users to a policy?
Adding users who can submit expenses to an already created expense policy is very easy. Follow these steps:
From the "Administrator" menu, select “Policies.”
Here, you will see a list of all the active policies in your company.
Use the filter to search for the policy to which you want to add a user.
Click on the name to access the policy.
In “Settings,” click on “Users.”
Click “+ Add new users.”
Select the users who will be able to create expenses under this policy.
To finish, click “Add users.”
That's it! The user(s) will now be added as Submitters to the expense policy.
✏️ Note: If a user is not assigned to any policies in Rindegastos, they will not be able to create or submit expenses on the platform.
If you still have questions about this process, write to soporte@rindegastos.com for
details. We're here for you!