Lesson 9 of 9For Admin

Team & policy

Invite your team, set roles, and tune approval rules.

app.reimba.com/app/settings
Team & policy screen in Reimba

Settings is where admins shape how Reimba behaves. Invite your finance and approval team with the right roles, share a self-serve signup link for staff, and tune the approval policy — manager requirement, escalation thresholds, and delegations — to match how your company actually works.

How it works

  1. 1Invite accountants, managers, and admins by email with the role they should have.
  2. 2Share a signup link so submitters can self-serve onto the right team.
  3. 3Set your approval policy: manager requirement, escalation threshold, and an optional extra approver.
  4. 4Add entities for multi-subsidiary or multi-country operations.

Worth knowing

  • Role-based invites and self-serve signup
  • Configurable approval policy and escalation
  • Multi-entity support