Levels help assign a professional hierarchy in the organization. You can assign levels to your users based on their designation to separate them. Levels can be useful when setting policies or filtering expenses.
To set up levels in your organization, follow the instructions mentioned in this article.
Navigate to admin settings by selecting the gear icon in the top right corner of your screen.
From the left side panel, select Organization and select Levels.
To add a new level, select the Add new Level button.
In the pop-up box fill in the details of the level.
Name—enter a name for the level.
Code—enter a code to identify the level.
Band—enter the band of the level.
Description—enter a description, up to 250 words, of the level.
Once the details are filled in select the Add level button to save your changes.
The saved level will be added to the table. You can use the search bar to search for a particular level.
If you need further assistance setting up levels, reach out to our support team at support@capitalone-fylehq.com.