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Managing levels in your organization
Managing levels in your organization
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Written by Tanvi Telang
Updated this week

Introduction to levels

Setting up levels and assigning employees to levels is helpful in creating expense policies and approval workflows in Fyle that are based on levels.


Add levels

You can add the list of levels for your organization using the following steps:

  1. Go to Admin Settings > Organization > Levels.

  2. Click on Add Level.

  3. Fill in the the details of the level you want to add.

  4. After filling all the mandatory fields, click on Add Level to confirm the action.


Assign levels to employees

To assign a level to any employee, use the following steps:

  1. Go to Admin Settings > Employees > Manage Employees.

  2. Click on the employee you want to assign a level for.

  3. Under Employment Details, choose the Level.

  4. Click on Save to complete the action.

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