Secretary Function: Work on Behalf of Others

The secretary function can be activated by the company's Acubiz Pro-User
(What is a Pro-User?)

If your Acubiz profile has the secretary role, you can manage tasks for others in the app.

Requirements:

• You must have the secretary role
• You must be affiliated with one or more users

Once set up, log into the Acubiz app with your credentials.

Working on Your Own Behalf:

Here’s the overview when settling your own expenses:

Switching to Another User:

To work on behalf of another user, click your name to select from your affiliated users:

The interface will change from red to gray, indicating you're acting for someone else:

You will now be working for "User DK," with all functions operating as if for you:

• How to make a cash expense
• How to handle credit card transactions
• How to create a tax-free mileage
• How to create a tax-free travel allowance

NOTE: You cannot share PDFs for other users.

You can access normal dashboard functions in the dock settings. Learn how to change the dashboard layout