Manage Users

Admins can add, view, edit, deactivate, or remove users from the account. This article explains each action and what happens after you make a change.

Only Emburse Cards users with Admin permissions can add, edit, deactivate, or remove users. Multiple users can share the same role.

For role definitions and permissions, see User roles.

Deactivate Or Remove Users

If you remove a user, they can no longer log in. Transactions and pre-approvals associated with the user remain in the account.

Deactivate A User

Deactivated users cannot log in and are not assigned tasks. Deactivated users can be reactivated later. When you deactivate a user, any cards assigned to that user are canceled and cannot be used. Cards cannot be unassigned or reassigned to a different user.

Reactivate A Deactivated User

Reactivate a user to restore access to the account. Inactive users typically appear in gray in the People list.

Remove A User

Removing a user permanently deletes the user profile and cannot be undone. Removed users cannot be reactivated. If the user has cards assigned, those cards are canceled when the user is removed.

Add Users

Add a new user from the People page. You will enter basic details and assign a role.

Department, Location, and Label attributes help you organize members for budgets, expense policies, transactions, and cards. For example, if you require receipts for expenses over $50 for the Marketing department, make sure the correct users are assigned to that department.

View Users

Use the People page to view all members in the account. Filters and search help you narrow results.

You can filter the member list by criteria such as role, status, supervisor, and custom fields (for example, Department, Location, or Label).

• Role: Reviewer, Accountant, Admin
• Status: Show Inactive
• Supervisor: View members who share a Supervisor
• Custom Field: Filter by Department, Location, or Label values

Use Search to locate a member by first or last name. This is helpful when you need to quickly find a member to edit or remove.

Edit Users

Edit a user to update permissions, name, employee ID, supervisors, or custom fields such as department, location, or label.