This user is able to configure System Settings.

1.Sign in to Zetadocs Expenses.

2.Navigate to:  > System Settings > Users.

3.Choose the Add New User button and select Other User.

4.Enter the user details accordingly. An explanation of all the available settings can be found here.

5.Choose Add to create the new user account.

Sign in to Zetadocs Expenses.

1.Navigate to:  > System Settings > Users.

2.Choose the Add New User button and select Microsoft User.

3.Start typing the name of the Microsoft user into the Select user to add text box. A list of Microsoft users to add will then start to appear as you type (excluding those who are already Zetadocs Expenses users).

4.Choose the user and then Continue.

5.A new Zetadocs Expenses user account will now be displayed. 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.Enter the Vendor No. or Employee No. in the Export Settings. You can also make changes to any of the settings on the new user account (e.g. Roles) if required.

7.Choose Add to create the new user account.