{"id":27381,"date":"2023-12-27T07:09:01","date_gmt":"2023-12-27T07:09:01","guid":{"rendered":"https:\/\/www.itilite.com\/?post_type=docs&amp;p=27381"},"modified":"2023-12-27T07:09:01","modified_gmt":"2023-12-27T07:09:01","password":"","slug":"how-to-create-users-and-define-roles","status":"publish","type":"docs","link":"https:\/\/www.itilite.com\/in\/help-center\/how-to-create-users-and-define-roles\/","title":{"rendered":"How to create users and define roles?"},"content":{"rendered":"\n<figure class=\"wp-block-embed is-type-video is-provider-vimeo wp-block-embed-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"User management to ITILITE Expense tool\" src=\"https:\/\/player.vimeo.com\/video\/659845257?dnt=1&amp;app_id=122963\" width=\"800\" height=\"433\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Login to your account and go to Settings<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/www.itilite.com\/wp-content\/uploads\/2023\/12\/cxvcxv-1024x468.png\" alt=\"\" class=\"wp-image-25363\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on General\u2192 Users. Go to \u201cBulk Upload\u201d on the top right corner<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/www.itilite.com\/wp-content\/uploads\/2023\/12\/fdsfsd-1024x471.png\" alt=\"\" class=\"wp-image-25365\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Download the template<\/li>\n\n\n\n<li>Fill in the user information that you want to add<\/li>\n\n\n\n<li>Departments, entity, user level, etc. corresponding to users will be added as new departments<\/li>\n\n\n\n<li>Each new department should have at least one user against it\n<ul class=\"wp-block-list\">\n<li><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Click on \u201cUpload New\u201d<\/li>\n\n\n\n<li>Select the newly created file and upload<\/li>\n\n\n\n<li>Pop up will say \u201c1 row(s) has been successfully processed\u201d<\/li>\n\n\n\n<li>Click continue<\/li>\n\n\n\n<li>New users, departments, entities, user level, business units are added to the system<\/li>\n\n\n\n<li>To define or restrict access rights, select&nbsp;<strong>Roles<\/strong>&nbsp;from the&nbsp;<strong>General Settings<\/strong>.<\/li>\n\n\n\n<li>Depending on a user\u2019s access level, you can define the access for each module of the platform. By default, all users have Employee access.<\/li>\n\n\n\n<li>To make modifications, click on the&nbsp;<strong>Edit<\/strong>&nbsp;icon at the top of the screen, click on the drop-down option under reach role or module to make a change.<\/li>\n\n\n\n<li>You can add individual members to whom these rules apply.<\/li>\n\n\n\n<li>Finally, click&nbsp;<strong>Save<\/strong>&nbsp;to apply the changes.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"doc_category":[171],"doc_tag":[],"class_list":["post-27381","docs","type-docs","status-publish","hentry","doc_category-expense-admin"],"acf":[],"year_month":"2025-12","word_count":187,"total_views":"461","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"itilite","author_nicename":"in","author_url":"https:\/\/www.itilite.com\/in\/author\/in\/"},"doc_category_info":[{"term_name":"Expense admin","term_url":"https:\/\/www.itilite.com\/in\/help-center\/category\/expense-admin\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.6 (Yoast SEO v25.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to create users and define 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