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Navigation: Zetadocs Expenses System Settings Help > Users Create a batch of new users |
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Create a batch of new users
Relevant to the 
Expenses Administrators role.
This user is able to configure System Settings. |
There are two ways in which you can add a batch of new users:
This is one of the quickest ways to add users to Zetadocs Expenses system, since multiple users can be created simultaneously with the user details entered automatically using information from Microsoft Entra ID.
1.Sign in to Zetadocs Expenses. 2.Navigate to: 3.Choose the Sync Users button. A list of all Microsoft Entra ID users will be displayed (excluding those who are already Zetadocs Expenses users).
Click here to learn how to un-hide these at a later date..
4.Select the relevant Microsoft Entra user(s) that you would like to create Zetadocs Expenses user accounts for. 5.Choose the Add Selected Users button. The new user accounts(s) will then be created. Users’ will be able to log into Zetadocs Expenses straight away using their Microsoft account credentials. The user settings listed below will be populated automatically using information from Microsoft Entra ID: ▪User Account ▪First name ▪Last name ▪User ID (set to first part of user account) ▪Notification Email Address ▪Authentication Method (set to Microsoft Work or School Account) ▪Role (set to Submitter)
6.For each user in the New Users section, select 7.Enter the Vendor No. or Employee No. in the Export Settings section. You can also make changes to any of the settings on the new user account (e.g. Roles) if required. 8.Choose Save to enable the new user account.
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You can follow the steps below to import a list of users (using Comma Separated Value (CSV) file).
1.Sign in to Zetadocs Expenses. 2.Navigate to: 3.Choose Sync Users 4.Choose Import Users 5.Select the CSV file to import, after which the list of users included in the file will be displayed in the User Without Accounts section. Click here for details on file structure.
6.Select the user(s) you wish to create an account from the User Without Accounts section and then choose Add Selected Users.
7.For each user in the New Users section, select 8.Enter the Vendor No. or Employee No. in the Export Settings section. You can also make changes to any of the settings on the new user account (e.g. Roles) if required. 9.Choose Save to enable the new user account.
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