From 76045e2bd13e7a64b48dc50dac6a8701c73b1da8 Mon Sep 17 00:00:00 2001 From: Ren Jones <153645623+ren-jones@users.noreply.github.com> Date: Mon, 18 Mar 2024 10:25:19 -0500 Subject: [PATCH] Create Change-member-workspace-roles.md New article for changing a workspace member's role --- .../Change-member-workspace-roles.md | 26 +++++++++++++++++++ 1 file changed, 26 insertions(+) create mode 100644 docs/articles/expensify-classic/workspaces/Change-member-workspace-roles.md diff --git a/docs/articles/expensify-classic/workspaces/Change-member-workspace-roles.md b/docs/articles/expensify-classic/workspaces/Change-member-workspace-roles.md new file mode 100644 index 000000000000..29fbc8b46323 --- /dev/null +++ b/docs/articles/expensify-classic/workspaces/Change-member-workspace-roles.md @@ -0,0 +1,26 @@ +--- +title: Change member workspace roles +description: Update a member's role for a workspace +--- +
+ +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**. + +