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Set up expenses permissions
Set up expenses permissions

Allow who you want access to the Expenses module as well as Expenses settings and reports.

Oliver Cook avatar
Written by Oliver Cook
Updated over 2 years ago

There are four levels of permissions for users who access to Expenses.

  • Administrator - This is the main Sage HR administrator access level. They can see and do everything in the system.

  • Expenses administrator - This user has access to the Expenses settings and reports. They can also approve and handle expenses payouts to all employees

  • Expense group manager - Can approve and pay out expenses from employees in their expenses group

  • Employees in an expenses group - Can add and submit expenses to be approved


Create an Expenses Administrator

Give a user access to the Expenses settings and reports.


Add an Expenses group manager

Give someone access to approve and pay out expenses from employees in their expenses group.


Allow employees access to Expenses

Give employees access to add and submit their expenses.


Return to Set up Expenses

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