Throughout this article, we will cover the Account section of admin settings. These are basic account setup details that you as an admin can fill in once you have created your Fyle account. These settings can be modified as and when required.
Navigate to your admin settings by clicking on the gear icon next to your profile in the top right corner of your screen.
Name: The name of your organization
Domain: The fyle domain for your organization
Home Currency: The currency used for your main organization
Once you make any required changes to the details click on Save to record the changes.
Under the Logo section, click on Upload Logo and upload an image of your organization's logo in the dimensions mentioned.
You can set up automated reminders to be sent to your employees for various tasks.
You can choose from a variety of organization-wide email notifications that are sent to your employees when certain actions are taken on their expenses and reports. These changes will reflect on all employees across the organization.
Single Sign-On (SSO)
You can set up Single sign-on (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.
You can enable IP restrictions for your organizations which will disable admins from viewing or accessing Fyle outside the corporate network for security purposes.
In order to enable the settings under the Advanced page, toggle them to Yes.
In order to disable the setting, toggle it to No.
Expense Auto-fill: Expense fields will be auto-populated based on recently used values
Split Expense: Employees will be able to split an expense by categories, projects, or cost centers.
Mandatory Verification: The verification of reports will be made mandatory. Reports will not be able to move to the payment queue without being verified.
Self Approvals: Admins will be able to approve their own reports.
Secondary Approvers: A second approver will be able to be assigned to an employee in addition to their primary approver.
Sequential Approvals: A hierarchy of approvers can be set in case multiple approvers are assigned to employees.
Access Delegation: Employees can delegate access to their accounts to other employees in order to take action on their behalf.
This completes all the admin settings under the Account section.
To learn more about the next section of admin settings - Organization, click here.