How to add users to groups?
Why do we add users to groups?
Allowing users to select certain values when submitting an expense
So that you can set in the business rules which authorization flow applies to a group of users
Tip: Haven't created any groups yet? First check this article.
Note: this action is only possible for a user with admin rights.
Make sure you are logged in to the Klippa Web App as a user with "admin" rights.
In the left menu, navigate to Settings and then Company. You are now in the company account settings.
Then click on Company Settings / Users.
Select a user to add to a group.
Select the group you want to add. In our example, we add the user to the "Sales" group.
Tip: the group "All users" is useful to keep, because it allows you to make certain values (such as categories) visible for All users.
The user has been added to the sales group, then press Edit
You can also add multiple users to groups at once (bulk change)
Select multiple users whose groups you want to change and press Edit at the top right.
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 users are now all added to the "Sales" group.
Updated on: 12/01/2023
Thank you!