Adding a user

Having a user profile is essential to accessing the Yordex platform. This article explains how to create these users.

Please note:

• This functionality is only available if you are an Admin user
• The user form is fully customisable. If you wish to make any changes to the format or the fields please contact your customer success manager

To add a new user to Yordex, follow these steps within the platform:

• In the Yordex interface, go to ["Settings" > "User Management"] 
• Click on ["+ New User"]
• Complete the new user form
• Click ["Save"]

You can also add users in bulk via CSV import! See here for more info.

What happens next?

• Your new user will receive a welcome email with details on downloading our mobile app and instructing them on how to set their password
• The user is now eligible to receive a card, create orders and submit expenses

If you also need some more information on the user fields please check this article here.