Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Create Change-member-workspace-roles.md #38481

Merged
merged 1 commit into from
Mar 25, 2024
Merged
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
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>
Loading