Add and manage users

Account administrators add new users and assign or revoke administrator roles under Settings > Users.

User roles

Administrator

Administrators manage the organisation's account and see all submitted documents. This role is typically held by company owners and accountants. Administrators can:

• Edit organisation settings, including the billing email for CostPocket service invoices
• Add users, grant or revoke administrator rights, and remove users
• Set up and modify accounting software integrations
• Choose and change the subscription plan
• Access and manage all expense documents submitted by any user
• Send documents and reports to the integrated accounting software

User

Users are team members added to submit expense documents. Users can:

• Submit expense documents and create expense reports
• View and manage only the documents they have submitted
• Send their documents to the integrated accounting software

Frequently asked questions

Who should be an administrator? Usually the company owner and the accountant. Everyone who only submits expenses should be a regular user — they can't see each other's documents.

Can I remove a user who left the company? Yes — administrators can remove users at any time under Settings > Users. Their submitted documents remain archived in the account.

Next steps

• Select a pricing plan
• Expense reporting setup