> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.digitalpurchaseorder.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Managing Users in DPO

The **Users** section provides administrators with an overview of all users and their access within the project. From the User Management overview, you can review key information such as **user roles, departments, visibility, approval levels, and comment permissions** without opening each individual user profile.

###### User Overview 

To access User Management, go to:
**Settings → Users**


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_j9xgwd.png =1096xauto)



###### User Overview

The User Management table displays key information for each user directly in the overview.

Users can be **sorted by the available columns**, making it easier to find specific users or review how users are configured.

The overview includes information such as:
* User / Email
* Position
* Role
* Approval Levels for **Purchase Orders, Invoices, and Expenses**
This allows administrators to quickly identify a user's main responsibilities without opening their profile.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_18mgxif.png =1019xauto)



###### View User Details

Click the **arrow next to a user** to expand their information.

The expanded view provides additional details about the user's configuration, including:
* **Visibility**
* **Departments**
* **Roles**
* **Approval Levels**
* **Comment Permissions**

*This makes it easier to review a user's access and approval responsibilities directly from the overview.*


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-08-28-at-15484_no62k7.png =997xauto)



### Edit Existing Users

1. To make changes to an existing user's configuration:
2. Go to **Settings → Users**.
3. Find the relevant user.
4. Click the **pencil icon**.
5. Update the required settings.
6. Click **Save**.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_4e4rcp.png =963xauto)


###### Copy an Existing User

If a new user should have a similar setup to an existing user, you can use **Copy User**.

Instead of configuring the new user from scratch, the existing user's configuration can be used as a starting point and adjusted before sending the invitation.

To copy a user:

1. Go to **Settings → Users**.
2. Find the user whose configuration you want to use.
3. Open the **three-dot menu**.
4. Select **Copy User**.

![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_1qwj0gj.png =1041xauto)


5. Enter the new user's personal information.
6. Review the copied configuration and make any required changes.
7. Send the invitation.

The copied user serves as a template, allowing relevant configuration and permissions to be inherited and adjusted before the invitation is completed

| Tip: Copy User is particularly useful when a new user requires similar departments, roles, comment settings, and permissions as an existing user.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_e8j6cg.png =956xauto)





###### Delete a User

If a user should no longer have access to the project, they can be removed from the Users section.

1. Go to **Settings → Users**.
2. Find the relevant user.
3. Open the **three-dot menu**.
4. Select **Delete**.

![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_1fn6s6l.png =1003xauto)



###### **Why Is the Delete Option Not Available?**
If the user is still assigned to an **approval level**, they cannot be deleted until those approval assignments have been removed.

1. Open the user using the **pencil icon**.
2. Go to **Approval Levels**.
3. Remove the user's approval levels for **P.O.s, Invoices, and Expenses**.
4. Click **Save**.
5. Return to the Users overview and delete the user.
This prevents users who are still required within an approval workflow from being removed accidentally.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_ke1ofq.png =927xauto)


###### Invite a New User


To add someone who does not yet have access to the project, click **+ INVITE NEW USERS**.
During the invitation process, you can configure the new user's visibility, departments, approval levels, roles, permissions, and comment settings.

| For the complete setup process, see [How to Invite a New User to DPO](https://help.digitalpurchaseorder.com/en/article/inviting-a-new-user-to-dpo-15lbege/).



${color}[#0d5068](**Questions or need help?**)
*Our customer support is always available to help with any questions or setup assistance*

**Contact us**
**Email**: [support@digitalpurchaseorder.com](mailto:support@digitalpurchaseorder.com)
Support: __+1 888 DPO 7254__
Support Int'l: +44 20 331 88 338
Berlin Office: +49 (0)30 55 572 5956

[Or book a personalized support call](https://calendly.com/d/gpk-ppc-rjg)
We look forward to hearing from you.