We are currently experiencing higher than normal support inquiries and response times. The Community is here to support you as well so please help each other out when you can. Please visit our status page to subscribe to updates.

How do I add a new user to my policy?

KathleenGKathleenG Posts: 1Expensify Customer Expensify Newcomer
edited January 6 in Day to Day

Best Answer

  • Sheena TrepanierSheena Trepanier Posts: 2,000 Expensify Success Coach
    edited January 6 Accepted Answer

    Hello @KathleenG, happy to help with this! New users can be invited to your company's Group policy by any Policy Admin.

    If you are a policy admin, you can navigate to your Settings > Policies > Group > [Policy Name] > People tab, and then click the Invite button.

    An alternative is to share your invite link with any new employees who should join your policy. You can find this link on the People tab as well. (below)

    I hope this helps!

Sign In or Register to comment.