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Adding Tallie-Only Users

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You may have users who will only need to access Tallie to approve reports or manage Tallie internally. This article will show you how to create internal users and approvers in Tallie, only.

If internal Tallie Only users already exist in your Tallie People list, you can simply change the Person Type:

  • Go To Settings.
  • Click on Manage Lists.
  • Go to People > select the user.
  • Go to the Permissions tab.
  • Select Internal – Tallie Only  as the Person Type.

Create Internal Tallie-Only Users

Any Tallie Only users that you do not want to sync back to your accounting system will need to be manually added in Tallie and allocated the appropriate permissions. To create an internal Tallie user that does not already exist in your people section:

  • Click your name at upper right to select Settings.
  • Go to Manage Lists.
  • Click on People.
  • Click Add Person.
  • Enter the user’s First NameLast Name, and Email Address.                                    
  • Go to the Permissions tab and select Person Type: “Internal – Tallie only.”  
  • The Mapping and Approvers tabs are irrelevant for these users  (as they will not be submitting expenses).
  • Click Save & Exit when complete.

tallie_user_1.png

Create an Internal - Tallie Only Approver

If you have Clients who need access to Tallie to approve expenses. You can create an Internal Client Approver:

  • Click your name at upper right to select Settings
  • Go to Manage Lists
  • Click on People
  • Click Add Person
  • Enter the user’s First NameLast Name, and Email Address
  • Go to the Permissions tab and select Person Type: “Client”
  • Check the box “Approve Expenses”
  • The Mapping and Approvers tabs are irrelevant for these users  (as they will not be submitting expenses)
  • Click Save & Exit when complete

tallie_user_2.png

You can now assign this Internal Client User as an approver on the appropriate projects:

  • Go to Manage Lists.
  • Click on Projects.
  • Select the Project.
  • Go to the Approvers Tab.
  • Assign the Client as the Approver.

tallie_user_3.png

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