Executive Assistant (Beta)

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Our beta Executive Assistant feature allows the executive assistant to manage their executive’s account while removing the requirement to share an executive’s password. Using this guide, you will learn:


Enable Executive Assistant

To enable the Executive Assistant feature, reach out to customer support at support@usetallie.com, 888.874.1118 extension 2 or chat.
 

Set Up Executive Assistant

Before an individual can be set up as an executive assistant, that individual must have logged into the system in the past. To setup the user with executive assistant permission, follow the instructions below.
  1. Navigate to the Settings > Manage Lists > People > click on the name of the individual.
     
  2. Within the individual's profile setting, click on the Permissions tab.
     
  3. Check the box Access/Manage Other Accounts. Note: You will only see this option if the person has previously logged into the account.


     
  4. Click the Add Person button.


     
  5. In the Pick a Person to Access/Manage field, select the person this individual manages. Grant the permissions the individual has when managing that person's account.


     
  6. Set any date range the individual may manage the person's account (if applicable).
     
  7. Click the Add Person button to save changes.



    Note: To add more people who the executive assistant will manage, click the Add Person button and follow steps 5-7. 
     
  8. Click the Save or Save and Exit buttons to save changes.
     

Revoke Executive Assistant's Permission to Manage Another Account

To remove a person from the executive assistant's manage list, follow the instructions below.
  1. Navigate to Settings > Manage Lists > People page.
     
  2. Click on the executive assistant's name to open the user profile in edit view.
     
  3. Go to the Permissions tab.
     
  4. Click on the trash bin icon.


     
  5. Click Save or Save and Exit buttons to save changes.
     

Revoke Executive Assistant's Permission Altogether

To remove the executive assistant's permission to manage other people's accounts, follow instructions below.
  1. Navigate to Settings > Manage Lists > People page.
     
  2. Click on the executive assistant's name to open the user profile in edit view.
     
  3. Go to the Permissions tab.
     
  4. Uncheck the box Access/Manage Other Accounts.


     
  5. Click Save or Save and Exit buttons to save changes.
     

Switch Between Accounts

  1. When the executive assistant logs into their Tallie account, he/she will be brought to the Identity Details page.

    Note: The executive assistant's account will be listed in Green, while the accounts he/she manages are in blue.

  2. Click on the account you are managing (e.g., John Smith).

    Note: The executive assistant’s name will be listed on the upper right-hand corner and the person he/she is managing where the blue banner is. Tallie


     
  3. To switch from the executive assistant’s account, click on the executive’s name on the upper right-hand corner and click on the account to switch to.


Additional Information

  1. Training Video
  2. Training Document
  3. Transfer expenses between accounts