Users

Users are individuals who can access the Admin View of their Zoho Spend organization.

• The Admin View allows them to create and manage business-related transactions, organization policies, and more on behalf of the organization.
• Add anyone as a user if their role involves reimbursing employee expenses, creating and managing purchase transactions, managing pay runs, or handling other organization-wide transactions through the Admin View. For example, AP admins or payroll admins.
• By default, users can’t access the Employee Portal. If they need to manage their own business transactions and payroll information, you can provide access by adding them as employees. They can then switch to the employee portal by clicking Switch to My Portal in the bottom left corner.

Statuses of Users

• All - All the users of your organization will be listed in the All filter.
• Active - All the active users of your organization will be listed in the Active filter.
• Invited - All the users who have received the invitation but are yet to accept it will be listed in the Invited filter.
• Inactive - All the users marked as inactive will be listed in the Inactive filter.
• Deleted - All the users deleted from your Zoho Spend organization will be listed in the Deleted filter.