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...articles/expensify-classic/copilots-and-delegates/Assign-or-remove-a-Copilot.md
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--- | ||
title: Assign or remove a Copilot | ||
description: Safely delegate tasks without sharing login information. | ||
--- | ||
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You can safely delegate tasks to someone else without sharing your login information by assigning them as your Copilot. Your copilot can access your Expensify account through their own account to: | ||
* Prepare expenses on your behalf | ||
* Approve and reimburse expense reports on your behalf (Full Access Copilots only) | ||
* View and make changes to your account, domain, and workspace settings | ||
* View all expenses visible from your account | ||
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# Assign a Copilot | ||
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1. Hover over Settings and click **Account**. | ||
2. Under Account Details, scroll down to the Copilot: Delegated Access section. | ||
3. Enter the email address or phone number for the person you want to assign as your Copilot. | ||
4. Select whether you want to give your Copilot Full or Submit Only access. | ||
* **Full Access**: Your Copilot will have full access to your account. Nearly every action you can do and everything you can see in your account will also be available to your Copilot. However, Copilots do not have the ability to add or remove other Copilots from your account. | ||
* **Submit Only Access**: Your Copilot will have the same access and limitations as a Full Access Copilot, but they will not be able to approve reports on your behalf—they can only submit them. | ||
5. Click **Invite Copilot**. | ||
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If your Copilot already has an Expensify account, they will get an email notifying them that they can now also access your account from within their own. If they do not have an Expensify account, they will get an email with a link to create one. Once created, they will be able to access your account from within their own. | ||
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# Remove a Copilot | ||
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{% include info.html %} | ||
This action must be completed by the account owner. Copilots cannot remove other Copilots from an account. | ||
{% include end-info.html %} | ||
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1. Hover over Settings and click **Account**. | ||
2. Under Account Details, scroll down to the Copilot: Delegated Access section. | ||
3. Click the red X next to the copilot to remove them. | ||
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# FAQs | ||
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**Can I only have one Copilot?** | ||
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You can assign as many Copilots as you like—there is no limit. |
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...cles/expensify-classic/reports/Assign-report-approvers-to-specific-employees.md
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--- | ||
title: Assign report approvers to specific employees | ||
description: Create approval hierarchies for reports | ||
--- | ||
<div id="expensify-classic" markdown="1"> | ||
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{% include info.html %} | ||
To assign different approvers for different employees, your workspace must use Advanced Approvals as the report approval workflow. | ||
{% include end-info.html %} | ||
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Rather than having one approver for all members of the workspace, you can use the Advanced Approvals workflow to assign different report approvers to specific employees. | ||
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To assign a report approver to a specific member of your workspace, | ||
1. Hover over Settings, then click **Workspaces**. | ||
2. Click the desired workspace name. | ||
3. Click the **Members** tab on the left. | ||
4. Click **Settings** next to the desired member. | ||
5. Click the “Approves to” dropdown and select the desired approver for the member’s reports. | ||
6. Click **Save**. | ||
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You can also set | ||
- Over-limit approval rules that require a secondary approver when a specific member’s report expenses exceed a set limit. | ||
- Approvers for expenses under a specific tag or category. | ||
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</div> |
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docs/articles/expensify-classic/reports/Create-a-report-approval-workflow.md
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--- | ||
title: Create a report approval workflow | ||
description: Set up an approval workflow automation for employee reports | ||
--- | ||
<div id="expensify-classic" markdown="1"> | ||
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Expensify allows Workspace Admins to create workflows and automations that determine how expense reports are approved for the workspace. You can choose from three different workflows that either: | ||
- Allow all submitted expenses to be automatically approved (if they don’t have any violations). | ||
- Assign one approver for all reports under the workspace. | ||
- Set up multi-level approvals for more complex workflows. | ||
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# Set approval workflow | ||
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1. Hover over Settings, then click **Workspaces**. | ||
2. Click the desired workspace name. | ||
3. Click the **Members** tab on the left. | ||
4. Scroll down to the Approval Mode section. | ||
5. Select an approval mode. | ||
- **Submit and Close**: No approval is required. Once a report is submitted, it will be automatically approved and closed. This option may be useful if your expense approvals occur in another system or if the submitter and approver are the same person. | ||
- **Submit and Approve**: All reports go to one person that you assign as the approver. Once a report is submitted, it is sent to the approver. This is the default option. | ||
- **Advanced Approval**: Allows for more complex workflows, like assigning different approvers for different employees or requiring secondary approvals for expenses that exceed a set limit. | ||
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To add to your approval workflow, you can also set up approval rules for specific categories and tags. | ||
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</div> |
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