Organize Your Members

Admins can click People under the Admin tab to view existing members and edit any member in their account.

Click a member's name to edit any attributes about the person, including:

• first and last name
• employee ID (optional)
• role: admin, accountant, manager, reviewer, member
• custom field (i.e. department)
• location

These attributes can be used to organize your members within your account for any budgets, expense policies, transactions, or cards.

For example, if you create an expense policy to require all expenses over $50 related to the Marketing department, you want to make sure the right people in your account belong to that department. This is done by editing your members and making sure they're organized in the right way for your business.