Assigning Collaborators and Groups to a Project

Modified on Wed, 12 Mar, 2025 at 12:42 PM

As Administrator, Expensya allows you to assign collaborators or groups of users to a project from the website.

 

To assign your employees to a project :
  1. Go to Admin, then to Advanced settings menu, click on Projects submenu,

  1. Click on a project to edit, and assign users or groups from the assignment tab,

  1. Enter an assignment period if needed,

  1. When assignments are configured, Save.

 

Note: If you do not assign any employees, the project will be visible to all users of the tenant.

 

To delete an assignment, click on the Bin button and save.

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