The Expense Manager approves the expenses of users in the org. The Expense Manager should be a Salesforce user and a PK4 TimeTracker user.

To create an Expense Manager ID:

  • Create a Salesforce user in your org for the Expense Manager
  • Create a TT user and link it with Salesforce user
    • In the Users tab, click the new button, and enter user details like Name, First Name, Last Name, Employee ID, etc., Then link the user with their Salesforce user in the Salesforce User field. Select the "Allow Individual use, not team use" check box, set user type as "Individual user", and Clock in multiple users to "None" and click the Save button.
  • Link the Salesforce user to the Manage Licenses list
    • Click the Setup button and search for Installed packages, and click the Manage Licenses string that is near the PK4 TimeTracker app. Click the Add Users button and add the Expense Manager ID to the list and save it. The Expenses Manager now have access to the PK4 TimeTracker objects in Salesforce
  • Now add the Expense Manager to the users for approving the user Expenses
    • There is a field as "Expense Manager" in the PK4 TimeTracker user screen, select the Expense Manager for the user that approves the user expenses and save it.