Assign Users to Expense Types

After creating an expense type in Deskera eClaims application, the admin can assign particular users to the expense type. Only those users who have been assigned to the expense type will be able to apply for a claim using the particular expense type. The expense type will remain hidden for other users.

Prerequisites:

1. Ensure you have your Deskera eClaims application URL in place.

2. Ensure you are the administrator of the eClaims application

3. Ensure a good internet connectivity

Step 1: Go to Manage Expense Types under Master Settings on eClaims DashboardFig.4.6.5.2.1 eClaims Dashboard

Step 2: Select the expense type to which to assign usersFig.4.6.5.2.2 Manage Expense Types

Step 3: Click on Assign Users to Expense Type Fig.4.6.5.2.3 Manage Expense Types

Step 4: Select the users to assign and assign using the arrowsFig.4.6.5.2.4 Assign Users to Expense Type

Step 5: Click on Save to assign usersFig.4.6.5.2.5 Assign Users to Expense Type