As an Approver, you are responsible for approving timesheets and expenses for employees or contractors.
Depending on how your portal has been configured, you may be able to view and approve these timesheets and expenses directly via email, or in your online portal. You will also have access to reports that relate to the employees or contractors that you have been assigned.
Once your user access has been set up, you’ll receive an email that contains your username and the URL that you’ll need so that you can set up your password and log into your portal.
If you don’t receive this email, contact your administrator and they’ll be able to resend it to you.
Setting Your Password
When you click the URL in the email, you’ll be prompted to set up your password and security questions.
Enter your preferred password, ensuring that it meets the requirements that are listed at the top of the screen.
Confirm the password in the field provided.
Select two security questions from the drop-down fields and enter the answer to each question.
- Click Set Password.
When you log in, you’ll need to enter your username and password to gain access to your portal.
If you forget your username or password, click Forgot Password and enter your username or email address. You will be sent an email that contains a link to reset your password.
Updating Your Password
You can update their password in your Profile tab and following the steps below:
- Click Password in the secondary navigation bar.
Enter the Current Password and New Password into the relevant fields.
Re-enter your new password in the Confirm Password field.
- Click Change Password.
You can also reset your security questions in the Security Questions and Answers section.
Once both checkboxes have been ticked, you will then need to click the Agree button, to verify that they have read and accepted the terms and conditions listed in both sections above. This button can only be clicked after the checkboxes have been ticked.
Other Compliance Documents
There may also be additional documents set up by the agency who manages your portal which you will need to review and accept before you can access your portal.
Compliance documents may appear on your first login, or at a later time if updated policies, procedures or company notices are rolled out. You can view your compliance document history in the Your Profile section of your Dashboard.
To accept a policy or a compliance document once you have read and understood it, please tick the checkbox underneath the relevant section. You’ll then need to click Agree at the bottom of the page. You can save a copy of a policy or document by clicking the ‘click here to download’ hyperlink in the heading line of each section.
If you click Disagree you will be redirected to the main login screen and will not be able to access your portal until the terms of the documents are accepted. Please speak with an administrator for your organisation if you have any questions about a compliance document.