How can I update a user's permissions?
User permissions are set within Settings > User Settings.
Access to categories (view / submit)
Permission for which categories a user can view and submit against, and which purchase types they can submit is set per user.
Simply click on the user you wish to view/edit to make changes.
Access to modules/reports
If you want to give access to a specific module or report, this is set within 'add / edit user roles'.
Simply select the role you wish to edit (or add a new user role).
Note: ExpensePlus gives you a default list of user roles with suggested permissions for each. However, you can change these, or delete them and add bespoke user roles for your organisation.
Then select the modules / reports you wish any users with that role to have access to.
To help you understand how to customise ExpensePlus, watch the module overview video here.