Admins can now organize Users into Teams, allowing for better control access across the application. With Users assigned to specific Teams, you can now enrol them in custom approval policies, assign custom accounting tags and easily monitor their spending.
Creating a Team (Professional Plan)
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Click on the "Teams" tab in the navigation panel.
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In the top right corner, click the blue "+ New Team" button.
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Indicate a Team name — e.g. Sales, Engineering, Marketing, etc.
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Apply a Team tag based on your accounting instance (optional).
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Add applicable Managers
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Managers are able to see all spend and corporate cards across a Team.
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Add Members
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Members will be the Spenders on the Team.
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Managers will be able to manage all of the cards assigned to Spenders.
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Click "Save."
How to track spending based on Teams
With Users assigned to specific Teams, you can monitor spending down to the Team level.
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Click on the "Transactions" tab in the navigation panel.
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In the Transactions page, click the blue "Filter" button.
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Select the Team you would like to filter.
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