Users with the Admin role can invite additional users and manage their rights using the Circula web app:
Go to User Management in the Circula web app.
Press the yellow Plus Button in the bottom right corner of the screen.
Enter the necessary user details.
Define in which group the employee should submit and whether the approver or accountant role should be assigned. If you do not assign a group here yet, the user will automatically be listed in the "User outside groups" group. The slider for the approver and accountant rights is initially deactivated by default. Under "Submitter", all the groups to which you can add the user automatically appear in the drop-down list.
Select Admin if you want to give the user the role of Admin.
Click Send invitation.
💡 Tip: You can add creditor numbers to each employee. We have one for reimbursable expenses and a second for non-reimbursable expenses. This number will be added to your exports and subsequently reduce the work on the accounting side, when expenses are imported to the accounting system.
💡 Tip: You can also add an IBAN for each employee. This information is crucial, for example, when using our SEPA Export function.
As soon as you've invited colleagues to Circula, they will be sent individual invitations to activate their personal accounts:
Do you still have questions?
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