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Change the permissions of a user

Updated over 4 months ago

When logged into Access Expense a number of modules located on the left side of the screen can be seen. These are the modules which can be accessed using the Access Expense platform. Permissions to a specific module(s) may not be granted, which will display a screen when attempted to be accessed through the account.
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Note: An Admin user is required in order to change the permissions of another user. If unable to see this option it will mean that the user is not marked as an Administrator for the organisation. Stop and contact the manager or superior who should have the necessary access to complete the following steps.


Also, these will be displayed in a greyed out text format within the list of available modules:
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To grant these permissions to modules:

  1. At the top, click Members. A list of all Users within the organisation appears.

  2. Search for and select the specific user to edit.

  3. On the right of the name, click Actions, Manage Roles. All modules available to the organisation and the role which has been assigned to this user appears.

  4. Change the roles access.

  5. On the right, click Save.

  6. Ask the user to log out and log back in for these changes to take effect.

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