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How do I change a user to an administrator in Spend Management?

An account owner or admin can change a user to an admin in Spend Management. A department lead cannot create, view, or edit an admin user. 

Adding or editing a user to configure them as an admin in Spend Management

  1. When adding a user: During the process of adding a new user’s details, select the option Allow this user administrator account access under Account access.  
  2. In the table displayed, select the necessary access permissions—Full access, View only, or No access—for each section of the Spend Management platform. 
  3. Click Next and continue to create the new user. 

Editing a current user

  1. Select Users in the Spend Management app.
  2. Search the users list and select the name of the user you want to make an admin. 
  3. Click User details from the side menu. 
  4. Select the option Allow this user administrator account access under Account access
  5. In the table displayed, select the necessary access permissions—Full access, View only, or No access—for each section of the Spend Management platform. 
  6. Click Save changes.

Note: Admins cannot be assigned to a department. 

Please see the article What permissions can admins have in Spend Management for a list of what the sections and access permissions provide an administrator.