Managing Users

Managing users in Zoho Expense covers adding people to your organisation, controlling what they can do, and grouping them by department. This is where day to day access and structure is set up.

What this covers

This section of the knowledge base covers adding users and setting their approver, creating custom roles when the predefined ones don’t fit, and adding departments to group users for reporting.

Topics covered in this section

• Adding users
• Creating custom roles
• Adding departments

Frequently asked questions

Do I need custom roles for every business?

No, Zoho Expense provides predefined roles that suit most organisations; custom roles are only needed for more specific access requirements.

Can users belong to a department and a branch at the same time?

Yes, departments and branches are separate groupings and a user can be assigned to both.

Need help?

Need help managing users in Zoho Expense? Contact support@thoughtlogik.com or see our Zoho implementation services.