Bulk staff users uploads

Modified on Mon, 22 Aug 2022 at 11:14 PM

Do you have a large number of staff users that you want to add to Reimbi? The Bulk Upload feature might be just what you need. 

Navigate to the Staff accounts page (https://app.reimbi.com/users/~staff-management/) and click the Bulk add button. 

From this page, you can download the template. The template will be specific to your company. Complete the information for the staff users you want to add to Reimbi and then upload the file. 

Reimbi will immediately send you an email with the results of your upload. 

If you have any "Unsuccessful" results, check the results attachment for specific items that need to be corrected.

The uploaded file must be in .csv format (not .xls or .xlsx).

Staff Account Permissions

The available permissions:

Approve reimbursements/payouts. This permission allows the user to review, approve and reject expense reports and payouts. 

Add new requesters. This permission allows the user to invite new requesters to use Reimbi in order to create expenses and submit expense reports. 

View all requesters and transactions. With this permission assigned the user can see all of the company's requesters, expense reports, and payouts. Without this permission, the user will only see the requesters that they invited or where they are listed as the approver. 

Access to company settings. This permission will allow the user access to all of the company configuration settings for Reimbi including the reimbursement policies. 

Access to subscription and billing. This permission will allow the staff user to see details about the company's Reimbi subscription, prepay balance, and payment method. 

Export data. With this permission assigned a user will be able to export expense report, staff user, and payout data. 

Create payouts. If direct payouts are enabled for the company then this permission can be assigned to user that will enter the payout information in Reimbi.

For any other questions please contact support@reimbi.com

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