Introduction
As an admin, you can set up and modify the basic configuration for your company's Fyle account. To access these settings, navigate to Admin Settings by clicking on the gear icon on the top-right corner of your screen.
General Settings
To access the general account settings, navigate to Admin Settings > Account > General. Here, you can edit the following preferences:
Name: The name of your organization.
Domain: The Fyle domain for your organization. This cannot be edited once setup.
Home Currency: The currency used for your organization. This cannot be edited once setup.
Logo: Under the Logo section, click on Upload Logo and upload an image of your organization's logo in the dimensions mentioned.
Once you make any required changes to the details click on Save to record the changes.
Notifications
To set up notifications for your organization, navigate to Admin Settings > Account > Notifications. Here, you can edit the following notifications:
Reminders: You can automate reminders to be sent for different tasks to your employees. These include reminders to submit expenses, connect cards, etc. Read more on automated reminders here.
Email notifications: You can enable notifications to be sent to employees based on different actions taken on their expenses. These includes notifications when expenses are approved or sent back, etc. Read more on email notifications here.
Security
To set up security measures for your organization, navigate to Admin Settings > Account > Security. Here, you can enable the following settings:
Single sign-on (SSO): You can SSO for user login for your organization. This is a session and user authentication service that permits a user to use a single set of login credentials to access multiple applications. Read more on SSO here.
IP Restrictions: You can enable IP restrictions for your organization to disable admins from accessing Fyle outside the company network for security purposes. Read more on IP restrictions here.
Advanced
As an admin, you have complete control over how your organization's Fyle account works. You can modify various Advanced settings based on your organization's unique requirements.
To modify Advanced settings for your organization, navigate to Admin Settings > Account > Advances. For each setting:
Switch the toggle to Yes to enable the setting.
Switch the toggle to No to disable the setting.
You will find the following settings available:
Expenses
Expense auto-fill: If this setting is enabled, expense fields will be automatically populated based on the most recently used values by the employee.
Split expense: If this setting is enabled, employees can split expenses across categories, projects or cost centers. Read more on splitting expenses here.
Reports
Mandatory verification: Verification is an optional step in Fyle. If this setting is enabled, all expense reports will require a verification before moving forward to the payment queue. Read more on verification here.
Self -approvals: If this setting is enabled, admins will be able to approve their own reports.
Secondary approvals
Secondary approvers: If this setting is enabled, a second approver can be assigned for each employee in addition to their primary approver. The secondary approver will receive expense reports for approval based on approval policies set up in your organization. Read more on secondary approvers here.
Sequential approvals: If this setting is enabled, admins can define the sequence in which any expense report should go for approval in case multiple approvers are added. Read more on sequential approvals here.
Account
Access Delegation: Employees can delegate access to their accounts to other employees in order to take action on their behalf.