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?

  • This information can be found via the toolbar on the left side. Click the settings gear icon and 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.

  1. Click on Admin Settings (gear icon in the toolbar).

  2. Click on Users.

  3. Click on the ellipsis next to a user and click Delete.

  4. 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.

  1. Click on Admin Settings (gear icon in the toolbar).

  2. Click on Teams.

  3. Click on the ellipsis next to a team and click Edit, Delete, or Disable.

  4. 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

  1. Click on Admin Settings (gear icon in the toolbar).

  2. Click on Cost Centers.

  3. Click on the ellipsis next to a Cost Center and click Edit, Delete, or Disable.

  4. 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.

  1. Click on Admin Settings (gear icon in the toolbar).

  2. Click on Categories.

  3. Select a Category or Subcategory to Disable/Enable.

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