Create users automatically
Relevant to the 
Expenses Administrators role.
The automatic provisioning of new Zetadocs Expenses user accounts, triggered by the creation of new user accounts in the company’s central user management system (e.g. Microsoft Entra ID), is the easiest way of ensuring all users can access the solution with minimal effort needed from the system administrator(s).
▪To add users in this way, you should ensure your System Settings > Integration > User Provisioning > {User Sync Type} option is "(External (SCIM))" ▪You must ensure you have completed the required configuration steps to enable automatic user provisioning. ▪Zetadocs Expenses user accounts will never be permanently deleted. This ensures information is retained for auditing purposes if needed at a later date. |
Once the automatic provisioning of user accounts has been successfully enabled, you can follow the steps below to view the newly created accounts and complete the configuration of each user account.
If/when a user account is subsequently disabled in Microsoft Entra ID (or other user management system), their Zetadocs Expenses account will be marked as disabled too.
1.Sign in to Zetadocs Expenses.
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2.Navigate to: 
> System Settings > Users
3.Choose the Sync Users button.
A list of the newly created user accounts (aligned with those created in Microsoft Entra ID, or other user management system) will then be shown in the New Users section of the Sync Users page. The user accounts shown will remain in this list until you update and save the user account (as per the next step), after which they will appear in the list of Zetadocs Expenses users.
If Single-Sign-On is enabled, users’ will be able to log into Zetadocs Expenses straight away. The user settings listed below will be populated automatically using information from Microsoft Entra ID, or other user management system. ▪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) |
4.For each user in the New Users section, select Manage and the User Details screen will then be shown.
5.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.
6.Choose Save to enable the new user account.
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