Assigning policies to users

Each user can have only one active policy at a time. Assigning a new policy replaces the existing one.

How to assign a policy

From Configure > Expense policies

A banner will appear if any users don’t have a policy. Select View users to assign policies individually or in bulk.

From a specific policy

1. Navigate to Configure > Expense policies.
2. Select the policy.
   
3. Select the Users tab.
   
4. Select Add users.
   
5. Select all employees you want to add by checking the box next to their names.
   
6. Select Confirm.

During user creation

When adding a new user, select the policy from the dropdown menu.

From the Users section

1. Navigate to Users.
2. Select the user.
   
3. Select Assign Expense policy.
   Note: If a policy is already assigned to a user, you can also assign a different policy from this section or unassign a policy by selecting the Edit option.
4. Choose the policy you want to assign and select Confirm.
   

Assign an Expense policy from Configure > Expense policies

A banner will appear if any users don’t have a policy. 

1. From the banner, select View users to assign policies individually or in bulk.
   
2. Choose the users, then select Assign to policy.
   

Assign an Expense from a specific policy

1. Navigate to Configure > Expense policies.
2. Select the policy.
3. Select the Users tab.
   
4. Select Add users.
   
5. Select all employees you want to add by checking the box next to their names.
6. Select Confirm.

Assign an Expense during user creation

When adding a new user, select the policy from the dropdown menu.

Assign an Expense from the Users section

1. Navigate to Users.
2. Select the user.
3. Select Assign.
   

4. Choose the policy you want to assign and select Confirm.