--- title: User fields description: These are fields that need to be completed when adding a new user in the User Management section of the account. --- [Skip to content](https://help.yordex.com/user-fields#main-content) English Show submenu for translations [Raise a support ticket](https://help.yordex.com/kb-tickets/new?hsLang=en) ![New logo-1.svg\]](https://help.yordex.com/hubfs/New%20logo-1.svg) Open main navigation Close main navigation - English Show submenu for translations - [Raise a support ticket](https://help.yordex.com/kb-tickets/new) - [Back to the Yordex app](https://spend.app.yordex.com/spend) [Back to the Yordex app](https://spend.app.yordex.com/spend) Welcome to the Yordex help centre! - There are no suggestions because the search field is empty. 1. [Yordex Help Centre](https://help.yordex.com/?hsLang=en) 2. [Supporting](https://help.yordex.com/supporting?hsLang=en) 3. [Fields](https://help.yordex.com/supporting?hsLang=en#fields) # User fields ## These are fields that need to be completed when adding a new user in the User Management section of the account.   **Line manager** The line manager of this user. This is an optional field and will only be used for approvals rules. **Approval limit** The maximum order or expense amount this user is allowed the sign off without an approver. **Expense currency and receipt threshold**  The default currency in which this user's expense and purchases will be entered. The receipt threshold allows you to make receipts optional for this user up until the amount specified. Above this amount, receipts will be mandatory.  **Approval role** Any special roles in the approval process. For example Directors, the CFO or the CEO can have special approval privileges. **Role** There are two main roles in Yordex: Standard and Admin. Admin users can do everything and see all purchases, expenses, cards and budgets. Standard users can only see what they raise or have to approve and only their budgets and cards. Usually, only employees in the finance team need to be Admins. 'View-only permissions' can also be selected at the same time as Standard and Admin. This just means that they will not be able to make any changes to the account. **Default cost allocation** The selected department, project, team or customer will be set as default for this user's purchases and expenses. The user will still be able to change this when entering a new expense or purchase.    If you would like to add or remove a user field to your account please reach out to your Customer Success Manger, as they will be able to process this for you.   You can also find some further detail on adding users to Yordex [here](https://help.yordex.com/adding-a-user?hsLang=en).    - [My Account](https://help.yordex.com/my-account?hsLang=en#main-content) - [Personal Details](https://help.yordex.com/my-account?hsLang=en#personal-details) - [My Cards](https://help.yordex.com/my-account?hsLang=en#my-cards) - [My Expenses](https://help.yordex.com/my-account?hsLang=en#my-expenses) - [Security](https://help.yordex.com/my-account?hsLang=en#security) - [Yordex Mobile](https://help.yordex.com/yordex-mobile?hsLang=en#main-content) - [Using the App](https://help.yordex.com/yordex-mobile?hsLang=en#using-the-app) - [Using the telephone assistant](https://help.yordex.com/yordex-mobile?hsLang=en#using-the-telephone-assistant) - [Yordex Account Setup](https://help.yordex.com/yordex-account-setup?hsLang=en#main-content) - [Account Setup](https://help.yordex.com/yordex-account-setup?hsLang=en#account-setup) - [Users](https://help.yordex.com/yordex-account-setup?hsLang=en#users) - [Credit line](https://help.yordex.com/yordex-account-setup?hsLang=en#credit-line) - [Cards](https://help.yordex.com/cards?hsLang=en#main-content) - [Cards FAQs](https://help.yordex.com/cards?hsLang=en#cards-faqs) - [Physical cards](https://help.yordex.com/cards?hsLang=en#physical-cards) - [Virtual Cards](https://help.yordex.com/cards?hsLang=en#virtual-cards) - [Ordering cards](https://help.yordex.com/cards?hsLang=en#ordering-cards) - [Topping up cards](https://help.yordex.com/cards?hsLang=en#topping-up-cards) - [Managing your account](https://help.yordex.com/cards?hsLang=en#managing-your-account) - [Your own company cards](https://help.yordex.com/cards?hsLang=en#your-own-company-cards) - [Expenses](https://help.yordex.com/expenses?hsLang=en#main-content) - [Submitting Expenses](https://help.yordex.com/expenses?hsLang=en#submitting-expenses) - [Approving Expenses](https://help.yordex.com/expenses?hsLang=en#approving-expenses) - [Managing Expenses](https://help.yordex.com/expenses?hsLang=en#managing-expenses) - [Payouts](https://help.yordex.com/payouts?hsLang=en#main-content) - [Managing payees](https://help.yordex.com/payouts?hsLang=en#managing-payees) - [Managing payouts](https://help.yordex.com/payouts?hsLang=en#managing-payouts) - [Other](https://help.yordex.com/payouts?hsLang=en#other) - [Approvals](https://help.yordex.com/approvals?hsLang=en#main-content) - [Approvals](https://help.yordex.com/approvals?hsLang=en#approvals) - [Invoices](https://help.yordex.com/invoices?hsLang=en#main-content) - [Managing Invoices](https://help.yordex.com/invoices?hsLang=en#managing-invoices) - [Submitting Invoices](https://help.yordex.com/invoices?hsLang=en#submitting-invoices) - [Accounting](https://help.yordex.com/accounting?hsLang=en#main-content) - [Xero](https://help.yordex.com/accounting?hsLang=en#xero) - [Sage 50c](https://help.yordex.com/accounting?hsLang=en#sage-50c) - [Exporting Transactions](https://help.yordex.com/accounting?hsLang=en#exporting-transactions) - [Supporting](https://help.yordex.com/supporting?hsLang=en#main-content) - [About Yordex](https://help.yordex.com/supporting?hsLang=en#about-yordex) - [Reference](https://help.yordex.com/supporting?hsLang=en#reference) - [Fields](https://help.yordex.com/supporting?hsLang=en#fields) - [Cost Allocations](https://help.yordex.com/cost-allocations?hsLang=en) - [Suppliers & Purchases](https://help.yordex.com/suppliers-purchases?hsLang=en#main-content) - [Supplier approvals](https://help.yordex.com/suppliers-purchases?hsLang=en#supplier-approvals) - [Purchases](https://help.yordex.com/suppliers-purchases?hsLang=en#purchases) - [Supplier creation](https://help.yordex.com/suppliers-purchases?hsLang=en#supplier-creation) - [Supplier Terms & Quotes](https://help.yordex.com/suppliers-purchases?hsLang=en#supplier-terms-quotes) - [Budgets and Cost Allocations](https://help.yordex.com/budgets-and-cost-allocations?hsLang=en#main-content) - [Cost Allocations](https://help.yordex.com/budgets-and-cost-allocations?hsLang=en#cost-allocations) - [API](https://help.yordex.com/api?hsLang=en) Copyright © 2026, Yordex Limited