Account setups
Use the following documentation to avoid incomplete/incorrect user setups. There are many nuances to work with, so here you can learn how to set up user accounts correctly from the beginning.
Actions associated with accounts
- Avoid account login failures and learn how to set up the right email address for external or guest users, see Email setup for external or guest users in Microsoft Entra.
- Ensure an Expense user's history is kept if their email changes, see 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. For more information, see Understanding expense user email addresses.
- The email used in Continia User Setup
- The Users Authentication email
- The Continia Users list 365 Authentication email
- If you need to remove an Expense user's account, see Removing an Expense user.