If your employees spend money or submit reimbursements, you can add them to Spend Center. Admins can add as many employees as they would like. You can control what people can do in Spend Center by assigning different roles and permissions.

Video Walkthrough

Adding People Individually - Web Browser

In the Navigation Menu, click the People link.
Click the Add Person button.
When the Add person window opens, fill out the person's information.
Note: An email is a unique field that can only be used once inside your company.
Enter the user’s date-of-birth which is required for identity verification or leave this field blank and the user will be prompted to provide this information.
Under Permissions, select the role you would like to give the user: administrator, bookkeeper, or member.
Click the Send invite via email checkbox if you would like to send the person an invitation to log in. Sending an invitation allows a person to set their password and access their account.
Click the Add Person button to finalize the person creation process.

Adding People in Bulk - Web Browser

In the Navigation Menu, click the People link.
Click the Import People button.
Click the Download this CSV template link.
Using the CSV template, enter your people into the file:

Under Date of birth, enter the user’s birth date. You can use the following formats: mm/dd/yyyy, mm/dd/yy, and yyyy/mm/dd. If this information is not entered for the person, they will be prompted to provide this information on their next login.
Under Role, specify whether each person is an admin, bookkeeper, or member.
Under Send invite, specify whether each person should receive an invite to set their password and access Spend Center once the CSV uploads (Yes/No).
The file must be in CSV format, have all required fields completed, and cannot contain more than 150 rows. Otherwise, an error will be presented.

5. Once ready, drag-and-drop or click select file to upload on the Upload CSV screen.

6. Review the accuracy of your bulk upload before proceeding.

7. Click the Import People button to finish the upload process.

8. You will receive an email confirmation of your bulk people upload. If any errors have occurred, you will receive a modified version of your CSV file with an additional errors column specifying the remaining issues.

Adding People Individually - Mobile

In the Navigation Menu, tap the More icon.
Tap the People link.
From the People page, tap the Options icon.
Tap the Add Person link.
Enter the personal information for the new user, including their name, email address, phone number, and date of birth.
In the Role field, select the role permissions for the user. You can select admin, bookkeeper, or member.
To send the user an email invitation, tap the Send Invite toggle button. The email invitation will allow the user to create a password to access their account.
To save all details and create the new user, tap the Save link.