Organize Emburse Cards users into teams so that Reviewers are able to see card and transaction activity for all users in a team.
Users can be a part of more than one team.
Only users with Admin permissions are able to make changes to Teams.
Reviewers and Teams
All reviewers can see the card and transaction activity from all users of the same group.
If a reviewer has "Has Access to All Transaction Activity" checked off in their settings, they are able to view all transaction activity from all users, regardless of whether the user is in the same group or not.
Create and add users to teams
- Go to the People page
- On the upper right, click on "More" "Manage Teams"
- Click on "+ Group"
- Add a group name
- Click on "Add Member" to select current users to add to the group
- Press "Save"
Edit teams
- Go to the People page
- On the upper right, click on "More" "Manage Teams"
- Click on the pencil icon to the right of the group you want to edit
- Make changes to the group name or the members of the group
- Press "Save"
Remove teams
- Go to the People page
- On the upper right, click on "More" "Manage Teams"
- Click on the trash can icon to the right of the group you want to delete
- Confirm that you want to delete the group. Note that this action cannot be undone.