Manage Teams

Teams group users, define expense scope, support approval assignments, and connect budgets.

Access requirements

• View Teams (setting.team.view) shows the menu, team list, team details, and membership list in read-only mode.
• Manage Teams (setting.team.manage) includes view access and enables creating or editing teams and adding, updating, or removing members.

Create a team

This action requires Manage Teams.

1. Open Settings > Manage Teams.
2. Select New Team.
3. Enter the team name.
4. Enter a short team code.
5. Add a description if needed.
6. Set the appropriate status.
7. Select Save Team, then confirm the creation.

Use a short, unique code that is easy to recognize in expenses and reports.

Add members

1. Open a team from the list.
2. Select Manage Members or Add Members.
3. Search for users.
4. Select one or more users.
5. Choose each member's role within the team.
6. Mark the membership as primary if this is the user's main team.
7. Confirm the addition.

A user can belong to more than one team. A primary team identifies the user's main working context.

Manage members

From the team details, you can:

• change a member's team role;
• change the primary membership designation;
• remove a member from the team;
• search and browse members.

Removing a team member does not delete the user's account.

Update or deactivate a team

1. Open the team details.
2. Select Edit Team.
3. Update the name, code, description, or status.
4. Save and confirm the changes.

Before deactivating a team, check any expenses, budgets, approval templates, and reports that still use it.

View My Teams

My Teams is available to all users as a read-only view.

1. Open My Teams.
2. Select a team to view its details.
3. Review the members, membership type, and your team role.
4. Review team budgets, including effective allocation, committed, actual, available, and utilization percentage.

Next

Continue to Categories.