How do I enable access to create and manage expense policies in greytHR?

To allow a user role to create, view, and manage expense policies, from the greytHR Admin portal go to Settings > User Administration > Users > User Roles.

1. Select the Admin user role card and click the Edit icon.

2. From the Category dropdown, choose Expense Management. The related expense policy features will appear in the table.

3. Enable Read Access and Write Access for:

   • Expense Management

   • Expense Review – View Policy

   • Expense Review – View Rule

   • Policy Admin Settings Expense

   • Policy Employee Expense

   • Rule Evaluation Expense

       4. Click Save.

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