From e264f532452f08db7b023a12e8437724db8f4c61 Mon Sep 17 00:00:00 2001 From: Ren Jones <153645623+ren-jones@users.noreply.github.com> Date: Thu, 11 Apr 2024 09:41:46 -0500 Subject: [PATCH 1/3] Update Change-member-workspace-roles.md Updated table formatting and copy --- .../workspaces/Change-member-workspace-roles.md | 11 ++++------- 1 file changed, 4 insertions(+), 7 deletions(-) diff --git a/docs/articles/expensify-classic/workspaces/Change-member-workspace-roles.md b/docs/articles/expensify-classic/workspaces/Change-member-workspace-roles.md index 29fbc8b46323..942dc2b739e3 100644 --- a/docs/articles/expensify-classic/workspaces/Change-member-workspace-roles.md +++ b/docs/articles/expensify-classic/workspaces/Change-member-workspace-roles.md @@ -11,14 +11,11 @@ To change the roles and permissions for members of your workspace, 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. +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 | +| Employee | Auditor | Workspace Admin | +|-----------------------------------------------------------|-----------------------------------------------------------|--------------------------------------------------------------| +| | | | 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**. From c2cb301f50390faf8973b1f30813fd84dc4ddace Mon Sep 17 00:00:00 2001 From: Ren Jones <153645623+ren-jones@users.noreply.github.com> Date: Thu, 11 Apr 2024 09:45:24 -0500 Subject: [PATCH 2/3] Update Change-member-workspace-roles.md Fixed typo with "sumbit" to "submit" --- .../workspaces/Change-member-workspace-roles.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/workspaces/Change-member-workspace-roles.md b/docs/articles/expensify-classic/workspaces/Change-member-workspace-roles.md index 942dc2b739e3..41cd07a1ed3c 100644 --- a/docs/articles/expensify-classic/workspaces/Change-member-workspace-roles.md +++ b/docs/articles/expensify-classic/workspaces/Change-member-workspace-roles.md @@ -15,7 +15,7 @@ To change the roles and permissions for members of your workspace, | Employee | Auditor | Workspace Admin | |-----------------------------------------------------------|-----------------------------------------------------------|--------------------------------------------------------------| -| | | | +| | | | 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**. From 34c0ae88e943c8a6d480844588f42400a4d46490 Mon Sep 17 00:00:00 2001 From: Ren Jones <153645623+ren-jones@users.noreply.github.com> Date: Wed, 1 May 2024 02:20:31 -0500 Subject: [PATCH 3/3] Update Change-member-workspace-roles.md Updates made to remove list items from table and replace with html for checkmarks --- .../workspaces/Change-member-workspace-roles.md | 10 +++++++--- 1 file changed, 7 insertions(+), 3 deletions(-) diff --git a/docs/articles/expensify-classic/workspaces/Change-member-workspace-roles.md b/docs/articles/expensify-classic/workspaces/Change-member-workspace-roles.md index 41cd07a1ed3c..c88dd5cd1a83 100644 --- a/docs/articles/expensify-classic/workspaces/Change-member-workspace-roles.md +++ b/docs/articles/expensify-classic/workspaces/Change-member-workspace-roles.md @@ -13,9 +13,13 @@ To change the roles and permissions for members of your workspace, 5. Click the Settings icon next to the desired member. 6. Select a new role for the member. -| Employee | Auditor | Workspace Admin | -|-----------------------------------------------------------|-----------------------------------------------------------|--------------------------------------------------------------| -| | | | +| Employee | Auditor | Workspace Admin | +| ----------------------------------------- | ------------------------------------------ | ----------------------------------------- | +| ✔ Submit their own reports | ✔ Submit their own reports | ✔ Submit their own reports | +| ✔ Approve reports submitted to them| ✔ Approve reports submitted to them | ✔ Approve reports submitted to them| +| | ✔ View all workspace reports | ✔ View all workspace reports | +| | | ✔ Approve all workspace reports | +| | | ✔ Edit workspace settings | 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**.