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.

ToSee
Avoid login failure, learn how to set up the right email address for external or guest usersEmail setup for external or guest users in Microsoft Entra
Ensure an Expense user's history is kept if their email changesHow 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 emailUnderstanding expense user email addresses
Remove an Expense user's accountRemoving an Expense user