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This guide is for administrators responsible for maintaining user access rights to the ProCard Receipt Capture application.
Select Administration from the top of the application window to display the menu.
New User: Add a new person to application. The process requires you to define their role within the application and to assign reviewers to them.
Edit Existing User: Change an existing user’s profile, roles, and/or reviewers.
Clone User: Streamlines the new user process by copying an existing user’s roles and reviewer assignment into the new user’s setup.
Deactivate User: Remove access rights from an existing user
Assign Reviewers: Assign or reassign reviewers and verifiers to an existing user.
View Reviewer Assignments: View reviewer and verifier assignments across the organization
Time Off Management: Use this function when you, as application administrator, will be taking time off and need to assign the admin functions to another qualified user. (not yet documented in KB)
Import Users: Use this function to upload a spreadsheet of new users. (not yet documented in KB)
The roles defined to the application are:
Cardholder: Department-level user that has a ProCard.
First Level Reviewer (Reviewer 1): Department-level user responsible for completing the Expense form to be moved forward in the approval process.
Second Level Reviewer (Reviewer 2): Department-Level user to add another layer of review if needed. Typically tracks down transactions soon to be swept and the users responsible for those transactions.
Verifier: Department-level user with authorization to spend/commit data in SAP and ultimately completing the Pro Card approval process.
Application Administrator: Department-level administrator responsible for the configuration and use of the app for their department users.
A person can have many roles. For example, a user could be a Cardholder and a First Level Reviewer.
When a new user is defined to the system, roles are assigned to them. An existing user’s roles can be revised and removed as necessary.
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