Users and roles
Invite your team, give each person a role and choose who approves their reports.
Admins open Settings > Users, roles & approvers.
Roles
| Role | Can |
|---|---|
| Submitter | Record their own expenses with receipts and send them in reports |
| Approver | All of that, plus approve or reject the reports sent to them |
| Finance | See every report and expense, and pay approved reports back |
| Admin | Everything: every report, approvals, reimbursements, users, settings and the plan |
The business owner is always an admin, and only the owner can make someone else an admin. Roles in other Ellibo apps don't carry over.
Who approves whose reports
In the Reports go to column, choose each person's approver (an Approver or an Admin). Leave it on Any admin to let any admin approve.
Invite someone
Type their email, choose the role and their approver, and click Invite. They get an email with a link that works for 7 days. Someone new sets a password; someone who already has an Ellibo account just signs in.
Employee ID
Type an employee ID if you use one. It is shown on their details in Expense.
Department, policy and approval limit
Click the link in the More column to set:
- Department: used by approval rules (see Approvals). Add departments in Settings > Departments.
- Expense policy (Professional and above): the policy their expenses are checked against. Everyone else follows the default policy (see Expense policies).
- Approval limit (approvers and admins, when reports go up the reporting chain): the largest report total they can give the last approval on. Above it, the report goes on to their own approver. Leave it empty for no limit.
Users on your plan
The Free plan and the trial have 3 users. Paid plans are priced per user. Add users from Plan & Billing.