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  • Toolbar: Click Admin Access to administer services, or Sign Out to sign out.
  • Admin Access toolbar tabs:
    • Dashboard: Set up services and view user adoption.
    • Company: Set up company information. See Setting Up Company Information.
    • Users: Add and manage users, set up delegates, and manage departments. See Administering Users and Delegates for details.
    • Services: Set up policy violations and features for travel, expenses, and shipping.
    • Analytics: Show the Spending Tracker for tracking costs and the Expensed Activity reports. See Analytics and Tracking for details.Billing: Upgrade Expense or view billing history for Expense.
    • What would you like to do? Follow the wizard steps to set up your services for the first time.
  • User Adoption: View user login trends and adoption funnel.
  • Right column: 
    • Users section: Shows how many users have been added and accepted in the account. You can click the Manage users link or the Invite link.
    • Services section: Shows the services that are in use and if they have been customized. Click on the individual service links to navigate to that service’s page.
    • Company Information: Information about your company.

 

 

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