Can my client edit their items?

Whether or not your client can edit items depends on the level of access you’ve granted to their user account.

Basic users are able to submit items, and view the items they have submitted. But they are unable to edit anything.

Expense Approvers are able to submit items, create expense reports and publish items, but cannot change account settings or supplier rules.

Admin Users are able to do everything, including changing supplier rules and account settings.

To change the level of access a client’s user account has, please navigate to the ‘Maintain users’ tab in the client’s ‘Account settings’ menu.

Find their user account, click on the ‘Manage’ button, on the right hand side and then click on ‘Edit User Privileges’

From here, you can edit what level of access the selected user account has.

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