Learn more about each feature available within MyDirectPlan's Expense Management Tool.
This article is for:
- Passport Agency Staff Users
Each staff member user will only be able to access those specific features to which they have been granted permissions.
For any users that have Full Admin Access, they will have access to all of the following features.
Please refer to this article to adjust permissions for individual staff members.
View key data and metrics across your Agency
View and download records of staff access/actions
View and update your Agency’s key information
View status and details of submitted invoices
Download and view reports on many aspects
Add and update workers/service providers (if applicable)
Add and adjust staff permissions
Enter and log expenses for Recipients
Review and submit expenses
Access additional support resources