Admins have specific permissions that allow them to view and manage all users, teams, addresses, and categories in their organizations.
Requirements
Must have admin permissions to be able to view and edit any of this information.
Who can do this?
Admins
Where is it done?
Click the settings gear icon in the account menu at the top right. This will bring you to a page where you can view and edit users, teams, cost centers, categories, and more.
Step-by-step
Manage Users
As an admin, all Users for the organization can be managed in Settings. Users that are no longer a part of the organization can be deleted and new members can be sent invitations.
Click on Admin Settings (gear icon in the toolbar).
Click on Users.
Click on the ellipsis next to a user and click Delete.
Click on New User, enter email addresses separated by a comma, and click Send.
Manage Teams
If they are enabled, all Teams for the organization can be Edited, Deleted, or Disabled by an admin. New Teams can also be created by an admin.
Click on Admin Settings (gear icon in the toolbar).
Click on Teams.
Click on the ellipsis next to a team and click Edit, Delete, or Disable.
Click on New Team, enter the Team Name, and click Save.
Manage Cost Centers
If they are enabled, all Cost Centers for the organization can be Edited, Deleted, or Disabled by an admin
Click on Admin Settings (gear icon in the toolbar).
Click on Cost Centers.
Click on the ellipsis next to a Cost Center and click Edit, Delete, or Disable.
Click on New Cost Center, enter Cost Center details, and click Save.
Manage Categories
As an admin, top-level Categories and Subcategories can be Disabled or Enabled. To create Custom Categories, admins can reach out to their CSM or email help@rheaply.com for assistance.
Click on Admin Settings (gear icon in the toolbar).
Click on Categories.
Select a Category or Subcategory to Disable/Enable.