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Restrict visibility of categories to users
Restrict visibility of categories to users

How to set up users to select from assigned categories and assign categories to users

Updated over 7 months ago

You can select specific categories to be available to your users, helping reduce errors in categorizing business expenses.

Enable category restriction

Select the gear icon in the top-right corner to access your admin settings.

Select Expenses from the left side panel and then select Categories.

On top of the list of categories, toggle the—Restrict employees to their own categories—to Yes.

Assigning categories to employees

After enabling the toggle on the categories page, next assign allowed categories to users.

From admin settings, select Employees from the left side panel and select Employee overview.

Select a user's name to assign categories to them. The user account must be in the Active status.

Go to Allowed categories in the Expense Details section. Select the categories from the drop-down list.

Note: In the Allowed Categories, only enabled categories will be visible. Disbaled categories aren't included.

Select Save to finish.

Once the changes are saved, the allowed categories will be available for the user to select while completing expenses.

Note: Assign the categories to your users as soon as you enable the toggle on the Categories page. Otherwise, categories won’t be available to the user on the expense form and users won’t be able to complete expenses.

If you have any more questions about restricting the visibility of categories, reach out to our support team at support@capitalone-fylehq.com.

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