Circula

- As an admin, you can invite your employees to Circula as users and assign and manage various roles for them. 

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To invite a user to Circula, click on "User Management" and then on the yellow plus at the bottom right.

Fill in the employee data on the left-hand side. On the right-hand side, you can assign various roles to the user and add internal data such as employee number or creditor number. This also includes the expense group in which the user should submit expenses, as well as whether the user should have supervisor and/or accountant rights. If you want to grant the user admin rights, you can also set this here. 

Once you have entered all the necessary data and assigned the required rights, click on "Send invitation". Once you have invited the users, they will receive an invitation email to activate their personal account.

1. To invite a user to Circula, click on "User Management" and then on the yellow plus at the bottom right. 
 
 
 User Management in the web app
 
2. Fill in the employee data on the left-hand side. On the right-hand side, you can assign various roles to the user and add internal data such as employee number or creditor number. This also includes the expense group in which the user should submit expenses, as well as whether the user should have supervisor and/or accountant rights. If you want to grant the user admin rights, you can also set this here. 
 
 
 Submitting user data
 
3. Once you have entered all the necessary data and assigned the required rights, click on "Send invitation". Once you have invited the users, they will receive an invitation email to activate their personal account. 
 
 
 Sending the invitation

- For each user, you can store a creditor number for reimbursable expenses and a second one for non-reimbursable expenses. The creditor numbers are automatically added to your exported reports. If you now transfer the expenses to your accounting system, this will save you valuable time.

- If you are going to use the SEPA export function, the IBAN must be stored for each user.

To manage existing users, click on ‘User Management’ and then on the name of the user. 

Enter all required changes in the user profile and then click on "Save".

1. To manage existing users, click on ‘User Management’ and then on the name of the user. 
 
 
 Managing users
 
2. Enter all required changes in the user profile and then click on "Save". 
 
 
 Managing users

To deactivate a user, click on "User Management" and then on the three dots in the row of the user. You will see the option "Deactivate user". Click on "Deactivate user".

1. To deactivate a user, click on "User Management" and then on the three dots in the row of the user. You will see the option "Deactivate user". Click on "Deactivate user". 
 
 
 Deactivating users

There are 3 different statuses for users on Circula. These tabs can be found under "User Management" &gt; "Users".

Active: Users with a confirmed e-mail address.

Pending: Invited users who have not yet confirmed their e-mail address. 

Inactive: Users who have been deactivated by the admins. 

1. Active: Users with a confirmed e-mail address.
2. Pending: Invited users who have not yet confirmed their e-mail address. 
3. Inactive: Users who have been deactivated by the admins. 

- You can find relevant information about users in the articles <a href="https://help.circula.com/en/articles/1130411-user-roles" target="_blank" rel="nofollow noopener noreferrer">User roles</a> and <a href="https://help.circula.com/en/articles/1508158-groups-and-user-roles" target="_blank" rel="nofollow noopener noreferrer">User groups</a>.

💬 Chat Support ​📞 +49 30 588 491 01 ​✉️ <a href="mailto://support@circula.com" target="_blank" rel="nofollow noopener noreferrer">support@circula.com</a> ​

How do I invite new users to Circula?

How do I manage existing users?

How do I deactivate a user?

How do I view the status of a user?

Do you still have questions?