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Associate users with cost centers

 

Note:

This workflow requires that you have added the Cost Center field under Admin > Users and groups > Customize user profile. If you do not add the Cost Center field ahead of time, you will not be able to associate users with a cost center.

When users are associated with cost centers and you've enabled cost center reporting, you can determine the expenses each cost center is incurring by user or host.

There are several ways to associate users with cost centers: 

  • Use bulk import features and users and include the cost center field in the CSV file. 
  • Synchronize with an LDAP directory service. 
  • Associate a user with a cost center manually.

To manually associate a user with a cost center, you must first customize the user profile fields so that the cost center option appears with each user profile. You don't have to associate every user with a cost center, but you do have to add the field. Once the cost center is added to the user profile screen, you can associate users with a cost center:

  1. Select Admin > Users and groups.
  2. Search for and choose the user.
  3. Select the information icon.
  4. Select Edit information.
  5. You should see a blank Cost Center field. Select Choose.
  6. On the Cost center screen, select a cost center.
  7. Select Done.
  8. Select Save.
User Edit Information screen used to associate a user with a cost center


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