People Admin Screen

The People Admin screen allows users with administrative privileges to add users and update users’ options and permissions.

Click ADMIN SETTINGS > MASTER DATA > PEOPLE.

View A Person Record

To view a user’s information, type all or part of their name, title, user name or email address in the search box. Click on the desired user to display their information. You may also scroll through the list. More results load each time you reach the bottom of the list.

Click RELATIONSHIP ATTRIBUTES to jump down to the user's privileges and roles in the Chrome River system.

Add a New User

Click the blue + button and fill in the user’s information.

You will be required to enter a password when you create a new user. Once a new users accesses their account with that password, they may create their own new password in the Settings menu.
All new users must be created with a "Pending" status. This triggers the password-reset prompt when they log in for the first time. They will become "Active" once they have logged in. In order to manually set the user's status, you must first create them as Pending, click SAVE, and then click EDIT to reopen the user profile.

Edit User Options

To edit a user's person record, click EDIT in the upper right corner.

Note that users may not edit their own person records.

The configuration options on the screen are determined by your company. Below is a list of the most common options.

First Name
Last Name
Title: User’s title at the company.
Email: User’s email address. Note that this may not be changed to an address that already exists as an alternate email for the user.
Reports To: The user's supervisor.
Status: The user’s account status.
Pending: The user's record has been created but he or she has not yet logged into the application. Status changes to "Active" upon first log-in.
Deleted: Indicates that a user is no longer part of your organization. Their data is still available in reporting, and authorized super delegates may use the Get Departed feature to access their Dashboard as a delegate. You may also reactivate the user.
Disabled: Completely purges a user from the system—for example, if you created a test user or sent in a feed incorrectly and you want the system to act as though the user never existed. It is not recommended for use with users who depart the company.
Active: The user is able to access Chrome River.
Suspended: This status should not be used.
Username: The ID used to log in to Chrome River.
Password: The user’s password for the Chrome River application.
Unique ID: The user’s unique company ID; this may be the same as the username.
Interaction User ID and Interaction Name: User’s interaction credentials for integration with the Interaction CRM (used in conjunction with expense types that have a guest selector).
Permissions: Control the user's level of access to various features in Chrome River.

Admin: User may access the Admin Settings area of Chrome River.
Limited Network Search: Check this box to prevent the company’s list of allocations from being downloaded to and stored on the user’s computer. The application will require the user to input theallocation number (rather than selecting it from a list) before connecting directly to the Chrome River server to search for the appropriate matter.
Copy Expense Attributes: Check this box if you would like each new line item added on an expense report to automatically populate with the business purpose and other header data from the previous line item added.
Super Delegate: Check this box to give the user the ability to delegate to any user in the company.
Locked (no feed updates): Check this box to prevent a record from being affected by edits or deletions in the Person Feed. You will be able to continue managing locked person records through the People Admin Screen even though they are not included in the feed.

Language: Select the user's preferred language to have the application automatically display content in that language.
Date Format: Preference for date format: MM/DD/YYYY (e.g., 01/02/2020 for January 2, 2020) or DD/MM/YYYY (e.g., 02/01/2020 for January 2, 2020)
Currency Format: Preference for currency format: ###,###.00 (e.g., $123,456.78) or ###.###,00 (e.g., $123.456,78)
Email Format: Preference for email notifications and reports (HTML or Plain Text)
Tax Location: User's location, for determining tax rates.
Preferred Currency: Primary currency for user reimbursement.
Preferred and Alternate Vendor: Include up to two vendor IDs for the user.
Alternate Currency: Secondary currency for user reimbursement.
Additional Currencies: Select more currencies for user reimbursement

Click ADD/MODIFY ADDITIONAL CURRENCIES.
Begin typing the currency code or select from the drop-down list.
Click SAVE.

Analytics: Assign user types in Emburse Analytics. See Emburse Analytics User Types and Roles for details.

Relationship Attributes

Users may be assigned roles in the system, such as belonging to a specific office, department or practice group. They may also have multiple roles within an entity (group)—for instance, belonging to AP Review for two different offices. Depending on your company’s rules, each role may have different privileges in different processes.

Add a Role

To add a relationship attribute, click the blue + button to the right of "Relationship Attributes."

Select the role, entity type and entity from the drop-down menus and click SAVE.

Note: All three attributes must be selected in order to save.

Delete a Role

To delete a role for a user, click the trash can icon to the right of the role.

Note: Users are prevented from adding or deleting relationship attributes for their own accounts.

Reset User Password and Unlock Account

User accounts will be locked after five failed login attempts. Users may request to reset their own passwords via email. For complete details, see "Forgot Password" in Log in to Chrome River.

In situations where email reset is not possible, administrators may change users' passwords for them. This will unlock the account and reset the system's count of log-in attempts so that users may log in with the new, administrator-provided password and change it to one of their choice. A record of the change will be added to the “PersonLoginAudit” trail for auditing purposes.

1. Find the user in the list and click EDIT to open the person record.