Invite your team

Jeeves offers two ways to invite users to the platform: individually or in bulk. This article will walk you through both methods. Invite a single user To invite a single user, follow these simple steps: 1. Log in to your Jeeves account a...

User roles

Jeeves offers four distinct user roles to provide different levels of access and functionality within the platform. These roles are: Admins Admins have the highest level of access and can utilise all of Jeeves' functionalities.They have ...

Approver role

In Jeeves 2.0 we have introduced a new concept called “Approver” to enhance the expense management process. Approvers play a crucial role in reviewing and approving expenses within the platform. In this article, we will explore what an A...

Updating an existing user role

User roles can be assigned when inviting a new user to the platform, and can be modified within the Teams section of Jeeves. This allows for flexibility in configuring user roles based on specific requirements and responsibilities. If yo...

Adjust the card creation permission for your team members

In Jeeves, when an admin invites a new team member to join the platform, he can decide whether to assign a card to the new user or just add him to the platform. If you decide not to assign a card to the user immediately, the user will re...

How to Delete a User Account

If a user leaves the company or their account is no longer needed for any reason, you can delete the user to ensure they no longer have access to the platform.  Follow these steps to delete a user: Navigate to the Team Tab Use the searc...