-
Notifications
You must be signed in to change notification settings - Fork 3.1k
Commit
This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository.
Merge pull request #38481 from ren-jones/patch-23
Create Change-member-workspace-roles.md
- Loading branch information
Showing
1 changed file
with
26 additions
and
0 deletions.
There are no files selected for viewing
26 changes: 26 additions & 0 deletions
26
docs/articles/expensify-classic/workspaces/Change-member-workspace-roles.md
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,26 @@ | ||
--- | ||
title: Change member workspace roles | ||
description: Update a member's role for a workspace | ||
--- | ||
<div id="expensify-classic" markdown="1"> | ||
|
||
To change the roles and permissions for members of your workspace, | ||
|
||
1. Hover over Settings, then click **Workspaces**. | ||
2. Click the **Group** tab on the left. | ||
3. Click the desired workspace name. | ||
4. Click the **Members** tab on the left. | ||
5. Click the Settings icon next to the desired member. | ||
6. Select a new role for the member. | ||
|
||
| | Employee | Auditor | Workspace Admin | | ||
|---------------------------|----------------------------------|---------|-----------------| | ||
| Submit reports | Yes | Yes | Yes | | ||
| Comment on reports | Yes | Yes | Yes | | ||
| Approve workspace reports | Only reports submitted to them | Yes | Yes | | ||
| Edit workspace settings | No | No | Yes | | ||
|
||
7. If your workspace uses Advanced Approvals, select an “Approves to.” This determines who the member’s reports must be approved by, if applicable. If “no one” is selected, then any one with the Auditor or Workspace Admin role can approve the member’s reports. | ||
8. Click **Save**. | ||
|
||
</div> |