Below is a step-by-step guide to enabling access for managers and subscribers on the Spend Manager Portal.1. From the Landing page, click on ‘People & Organization’ module.2. At the top of the page, you will see a variety of filters. Click on the ‘Invite status’ filter and then select ‘Not invited’.
The list will adjust accordingly. This step ensures that you do not send invites to users who have already been invited. 3. Select all the ‘Users’ you wish to send an invite to, by clicking on the box situated on the left side of the users’ details.
4. Above the list, you will see a ‘Bulk Actions’ tab. Click on the tab.5. From the list of actions, click ‘Invite’.6. A pop-up window will appear, asking you to ‘Indicate the role’ you would like to assign to the users selected.7. Should you wish to customize the users’ access rights, click on ‘Customize’ and a list of modules will appear for you to enable or disable.
8. Once compete, click ‘Invite’. An email will be sent to all the selected users to create Spend Manager user credentials.