Account & User Management
Yes, you can add as many administrators as you need to your organization. To add another administrator to your organization in Devote, follow these steps: Log in to your Devote account 1. Navigate to the 'Settings' tab 2. Click on 'Organization' in the top navigation menu…
How to add users to your Devote account: 1. Log in to your Devote account 2. Navigate to the 'Team Dashboard' using the button at the top of the main dashboard 3. From here, click 'Add a Team Member' 4. Select a user from the dropdown, or invite a new user with their email address…
Unfortunately, the functionality to deactivate an account is not yet available on Devote. However, our team is actively working on implementing this feature in the future. We apologize for any inconvenience this may cause.
If you have been invited to join a Devote team and are an admin in your organization, the next step is to create your account. Devote will send you an email invitation with a link to sign up. Clicking the link will take you to the Devote Web app, where you can finish creating your account…
Welcome to Devote! As an account admin, you play a crucial role in managing your organization's finances using our software. In this guide, we'll walk you through the steps to get started with Devote and explain how to use our platform to manage your organization's expenses…
There are three roles within the Devote Application. Administrator, Manager, and Employee roles. What you can do as an admin: Add and manage team members Request and manage cards for team members Create and manage budgets View and edit organization settings Assign…
To invite new users to your organization in Devote, follow these steps: 1. Log in to your Devote account 2. Navigate to the 'Team Dashboard' using the button at the top of the main dashboard 3. From here, click 'Add a Team Member' 4. Invite a new user with their email address…
To create a team in Devote, log in to your account and navigate to the "Team Dashboard" using the button at the top of the main dashboard. From there, click "Add Team", select a manager to be over the team, and enter the team's name…
An administrator in Devote plays a crucial role in managing the organization's account settings, adding and managing users, and assigning user roles. They can also manage connected bank accounts, create and manage budgets, and request and manage cards for team members…
If you are an admin, you can assign a role to another user when inviting them. In addition, an admin can invite any other organization member to become an admin from the organization settings. Some functionality, such as changing a user's role after creation, is currently…
Yes, you can update your phone number in your Devote account. To update your phone number, log in to your account and navigate to the 'Settings' tab. From there, click on 'Account' in the top navigation menu to edit your personal information, including your phone number.
If you would like to change the name of your organization, we are more than happy to help you with that. You can simply reach out to us via email at contact@usedevote.com and we will work through the process of changing the name of your organization within Devote.
Absolutely! You can easily add your accountant to your Devote account and provide them access to view all of the account information. Your accountant can have their own login to the application which allows them to view all the transactions, budgets, and sync with quickbooks…
Yes, it is possible to change the email address linked to your Devote account. To do so, log in to your account and navigate to the 'Settings' tab. From there, click on 'Account' in the top navigation menu to edit your personal information, including your email address. If you need further…
Devote uses a unique security feature for user sign-ins. Instead of traditional passwords, Devote uses magic links to sign in. Magic links are secure, unique, and easy to use. With a magic link, users do not have to remember and manage multiple passwords, thus reducing the risk of…
Yes, it is possible to change the address linked to your Devote account. To do so, log in to your account and navigate to the 'Settings' tab. From there, click on 'Organization' in the top navigation menu to edit your organization information, including your address. If you need further…
To view and edit your personal account settings in Devote, log in to your account and navigate to the 'Settings' tab. From there, click on 'Account' in the top navigation menu to edit your personal information, such as your name, email address, and phone number.
To manage your organization's settings as an admin, log into your Devote account and navigate to the 'Settings Tab'. From there, click on 'Organization' in the top navigation menu to edit your organization's name, address, and other settings. You can also assign users as admins and manage…