diff --git a/docs/articles/new-expensify/getting-started/Navigating-New-Expensify.md b/docs/articles/new-expensify/getting-started/Navigating-New-Expensify.md index 37afd03b8048..b8ea79ee263a 100644 --- a/docs/articles/new-expensify/getting-started/Navigating-New-Expensify.md +++ b/docs/articles/new-expensify/getting-started/Navigating-New-Expensify.md @@ -95,7 +95,8 @@ From Account, you can manage: - **Wallet** to manage bank accounts and linked credit cards - **Expense rules** to create and edit personal expense rules - **Preferences** to update app settings - - **Security** to manage security options and Copilot delegated access + - **Copilot** to manage Copilot delegated access + - **Security** to manage security options You can also access: - **Help** to access help and support resources, including support contacts diff --git a/docs/articles/new-expensify/settings/Copilot-Access.md b/docs/articles/new-expensify/settings/Copilot-Access.md index 0855c59a20c7..c64d5709dfd3 100644 --- a/docs/articles/new-expensify/settings/Copilot-Access.md +++ b/docs/articles/new-expensify/settings/Copilot-Access.md @@ -2,15 +2,18 @@ title: Copilot Access description: How to add a Copilot or act as a Copilot for delegated account access keywords: [New Expensify, copilot, copilot access, delegated access, switch accounts, expense management, account assistant, view user account, expense forwarding, full access, limited access, account delegation, share account, behalf of, proxy access] +internalScope: Audience is all Expensify members. Covers how to add, remove, update, and navigate as a Copilot. Does not cover troubleshooting or instructions for taking actions outside of Copilot management. --- +# Copilot Access + You can assign someone access to your Expensify account as a **Copilot**. A Copilot can help manage expenses, review reports, and access your settings without sharing your login details. --- -# What Can a Copilot Do? +## What can a Copilot do? -Copilots can access another user’s Expensify account to: +Copilots can access another user's Expensify account to: - View all expenses and chats - Submit and manage expenses on behalf of the account owner @@ -21,55 +24,56 @@ Copilots can access another user’s Expensify account to: - Add or remove other Copilots - Take actions restricted by their access level - +- --- -# Add a Copilot +## How to add a Copilot To grant someone access to your account: -1. In the navigation tabs (on the left on web, and at the bottom on mobile), click **Account > Security**. -2. In the **Copilot: Delegated Access** section, click **Add a copilot**. +1. In the navigation tabs (on the left on web, and at the bottom on mobile), click **Account > Copilot**. +2. Click **Add a copilot to your account**. 3. Search for the user by **name** or **email**. 4. Choose the access level: - **Full Access** – Grants complete access to all areas and actions. - **Limited Access** – Excludes approvals, payments, rejections, holds, retractions, and reopens. 5. Click **Add a copilot**. -💡 **Note:** You can invite someone who doesn’t have an Expensify account. They’ll receive an invite to create one. +💡 **Note:** You can invite someone who doesn't have an Expensify account. They'll receive an invite to create one. --- -# Remove or Change a Copilot’s Access +## How to remove a Copilot -To **remove a Copilot**: - -1. In the navigation tabs (on the left on web, and at the bottom on mobile), click **Account > Security**. -2. In the **Copilot: Delegated Access** section, click the **three-dot menu** next to their name. +1. In the navigation tabs (on the left on web, and at the bottom on mobile), click **Account > Copilot**. +2. In the **These members can access your account** section, click the three dots **(⋮)** next to their name. 3. Select **Remove Copilot**, then confirm. +--- + +## How to change a Copilot's access + To **change a Copilot's access level**: -1. In the navigation tabs (on the left on web, and at the bottom on mobile), click **Account > Security**. -2. In the **Copilot: Delegated Access** section, click the **three-dot menu** next to their name. +1. In the navigation tabs (on the left on web, and at the bottom on mobile), click **Account > Copilot**. +2. In the **These members can access your account** section, click the three dots **(⋮)** next to their name. 3. Choose **Change Access Level**. 4. Select **Full Access** or **Limited Access** and confirm your choice. --- -# Switch to a Copilot Account +## How to switch to a Copilot account -If you've been added as a Copilot, you can switch into the other user’s account easily. +If you've been added as a Copilot, you can switch into the other user's account from the Copilot page. -1. Navigate to the **Account** tab -2. Click your name or profile icon to access a drop-down that lists the accounts you have Copilot access to -3. Select the account you want to access +1. In the navigation tabs (on the left on web, and at the bottom on mobile), click **Account > Copilot**. +2. In the **You can access these accounts** section, click **Switch** next to the account you want to access. You'll see a **dual avatar** in the bottom-left corner confirming you're in Copilot mode. --- -# Forward Receipts as a Copilot +## How to forward receipts as a Copilot To send a receipt to the account you support: @@ -82,15 +86,14 @@ This routes the receipt to their account automatically. # FAQ -## Can a Copilot Add or Remove Other Copilots? +## Can a Copilot add or remove other copilots? -No. Copilots can’t add or remove others. Only the account owner can manage Copilots, though a Copilot can remove themselves. +No. Copilots can't add or remove others. Only the account owner can manage Copilots, though a Copilot can remove themselves. -## How Are Copilot Actions Tracked? +## How are Copilot actions tracked? -Actions taken by a Copilot are clearly labeled as performed “on behalf of” the account owner in Expensify. +Actions taken by a Copilot are clearly labeled as performed "on behalf of" the account owner in Expensify. -## Can I Have Multiple Copilots? +## Can I have multiple Copilots? Yes! You can add as many Copilots as you like. (You just need to wait one minute between additions.) -