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Enable management of expenses and claims on behalf of other users
Enable management of expenses and claims on behalf of other users

Enable Assistant Mode in your organization so that users can manage expenses and claims on behalf of others!

Updated yesterday

With Assistant Mode in Zevoy, designated users can manage expenses and claims for others, including the following tasks:

  • Upload receipts and submit expenses

  • Create travel and expense claims

How to Enable Assistant Mode:

To allow users to manage expenses and claims on behalf of others, follow these steps:

  1. Activate the Feature
    Go to Settings in the Zevoy Hub, then select the Features page to enable the Assistant Mode feature.

  2. Assign Assistants
    Navigate to the Users page and open the profile of either the assistant or the assistee.

  3. Configure Assistant Permissions

    In the Assistant tab, select the users the assistant can support (i.e., manage expenses for) or users who can assist the current user. Save the changes to complete the setup.

Need Help Managing Expenses as an Assistant?
If you're an assistant, click here to learn how to manage expenses on behalf of another user.

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