Managing Meal Attendees and Groups

Follow

For frequent attendees on your meal expenses, you have the ability to pre-populate individuals or groups for easier selection. If there are changes to your existing attendees or groups, you can edit them at any time.

This article shows you how to manage your meal attendees and groups.

Managing Meal Attendees

Step 1: On your Certify homepage, click My Account.

manage_1.png

Step 2: In the lower left-hand corner, click Manage Attendees.

Manage_2.png

Step 3: Click the pencil icon to edit the attendee.

manage_3.png

Step 4: From here, edit details about the attendee.

Please Note: To Disable an attendee, click disable. If disabled,  you'll no longer be able to add them as an attendee on your meal expenses.

When complete, click Save.

manage_4.png

Managing Groups

Step 1: To manage your groups, go back to your My Account page and click Manage Groups.

manage_5.png

Step 2: Click the pencil icon to edit the group.

manage_6.png

Step 3: From here, click Remove to remove an attendee from the group. To delete the whole group, click Delete Group.

Please Note: Deleting does not delete any users. It just removes the group from selection. If you need to re-add them, you can do so as needed.

manage_7.png

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request