Overview of account setups
Use the documentation listed in the following table to avoid incomplete/incorrect user setups. There are many nuances to work with, here you can learn how to set up user accounts correctly from the beginning.
| To | See |
|---|---|
| Avoid login failure, learn how to set up the right email address for external or guest users | Email setup for external or guest users in Microsoft Entra |
| Ensure an Expense user's history is kept if their email changes | How to retain expense history when changing user emails |
| Understand which email is associated with a specific field. The email can change depending on the field, and are as follows: the email used in Continia User Setup, the Users Authentication email, and the Continia Users list 365 Authentication email | Understanding expense user email addresses |
| Remove an Expense user's account | Removing an Expense user |