Add and manage users
CostPocket offers two user roles - administrator and user. Learn more about the differences between these roles below.
User roles
Administrator
A user who can manage organisation account settings and see all submitted documents and reports. This role is usually assigned to accountants and company owners.
An administrator has the ability to:
- Edit organisation account settings, including changing the recipient of the CostPocket service invoice;
- Add new users to the organisation, grant or revoke administrator rights to other users, and delete existing users from the organisation;
- Create and change integrations with accounting programs;E
- Select and change CostPocket subscription plans;
- Browse and manage cost documents submitted by themselves and other users;
- Send documents and reports to the integrated accounting software.
User
A user who has joined or was added to an organization account to submit expense documents.
A user has the ability to:
- Submit expense documents and create expense reports;
- Browse and manage cost documents submitted by themselves;
- Send documents to the integrated accounting software.
How to add a user
Account administrators can add new users, assign or revoke administrator roles in Settings > Users:
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