Domain Admin NOT on Policy?
I have a client that needs their accountant to use the Company Card reconciliations, but doesn't want them to have access to traditional domain admin responsibilities. They have 15 or so policies.
Can anyone confirm that if a user is added as a Domain Admin in order to perform reconciliations, but is not a Policy Admin on other policies on the domain, they will not see them?
(Example: Joe needs to do reconciliation for only Widgets1 and Widgets2. He is a policy admin for both, and a Domain Admin for Widgets.com. Will he see Widgets3, which he is not a policy admin for?)
Best Answer
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Ted Harris Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 359 Expensify TeamHi @TabithaSchmaltz - you're correct! If you're not a Policy Admin, you won't have access to the other policies. In your example, on the Settings > Policies page, Joe will be able to see Widgets1, Widgets2 and Widgets3 (along with their Personal Policy) however, only the names of Widgets1 and Widgets2 will contain hyperlinks to the Policy Settings. Widgets3 will simply not be clickable.
As an aside: If Joe isn't even a member of Widgets3, they won't see it listed at all!
Answers
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Thank you @Ted_Peeters! That's what I was hoping for!
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What about transactions that are occurring inside of the policies that are unseen?
We need Joe (in the example above) to not see any transactions in Widgets3 for reconciliation purposes?
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Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify TeamHi @TabithaSchmaltz - yes. The Domain Admin will see all the cards under the domain, regardless of Policy.
Technically a card is not associated with a Policy at all, until the expenses are reported under the Policy. The card is associated with the Domain and allocated to the user. Because the Policy doesn't factor in, the Domain Admin will see all the card transactions. BUT he will be unable to go through to the Policy itself.
Is there a problem with your accountant seeing the other figures, even if they do not need to reconcile them? As your trusted advisor, you would assume they are handling the final figures. If you can fill me in on your reservations here this may help me come up with a solution!
