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Manage Visibility of Expense Categories Based on User's Assigned Projects
Manage Visibility of Expense Categories Based on User's Assigned Projects

How to control list of categories visible to users based on their projects?

Written by Tanvi Telang
Updated over a week ago

If your organization has multiple projects and categories set up, as an admin you can choose which categories are visible to users while filling out expense forms based on the project/s they are assigned to. This will ensure that only categories relevant to the user's project/s are visible in order to create expenses for the same.

In order to manage the visibility of categories to users based on their projects, you can follow the steps mentioned below.

Navigate to admin settings by clicking on the gear icon in the top right corner of your screen beside your profile.

From the left sidebar, click on Organization and select Projects.

Click on the required project.

In the Edit Project box that appears, scroll down to Categories and select the categories that should be visible for the project.

From the drop-down list using the checkboxes, you can select multiple categories.

Once you have selected the categories, click on Update Project to save your changes.

The users will now be able to view only the selected categories on their expense form for the project that was updated.

Using the steps mentioned, you can manage the category visibility for different projects in your organization.

To learn more about how to manage the visibility of cost centers based on the user's department, click here.

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