How to add a user to a group?
Why do we add users to groups?
So that users can select specific values when submitting an expense.
So that you can configure in the business rules which authorization flow applies to a group of users.
Tip: Haven't created groups yet? First, check this article
Note: This action is only possible for users with admin rights.
Make sure you are logged into the Klippa Web App as a user with ''admin'' rights.
Navigate in the left menu to Settings and then Company. You are now in the settings of the company account.
Click on company settings / Users.
Select the user you want to add to a group.
Select the group you want to add and click Edit at the bottom of the screen. In this example, we are adding the user to the Sales group.
Tip: it's useful to keep the ''All users'' group, as it allows you to make certain valuers (such as categories) visible to All users.
You can also add multiple users to groups at once (edit in bulk)
Select multiple users whose groups you want to change and press Edit in the upper right corner of the screen.
Note: The current groups to which the users are already linked will be overwritten with this action.
Select the groups you want to add and press Edit to save the changes.
The users are now all added tot the ''Sales'' group.
Updated on: 31/01/2024