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This article covers how to customise the employee details required while adding new employees to your company's Sage Expense Management account.

Configuring employee details required to add new employees

This articles cover adding employees to your company's Sage Expense Management account, and sending/resending email invitations to employees.

Adding new employees

This article covers how to disable or re-enable accounts for employees in your company.

Disabling and re-enabling employee accounts

This article covers an overview of access delegation in Sage Expense Management, and how to use the feature.

Enabling delegation for employee accounts

This article covers how to export employee details from Sage Expense Management and receive the export via email.

Exporting employee details

This article covers the roles available to employees added to your company's Sage Expense Management account.

Available employees roles in Sage Expense Management

Product Team

Add and manage employees in Sage Expense Management.

Employee Settings

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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