Add domain email as a secondary email/merge errors

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mbell
mbell Expensify Customer Posts: 7 Expensify Newcomer

I am the Domain Admin. We have some temporary employees that have accounts with their personal email address. They are using a Corporate Card while they are working. I need to understand the specific steps that I need to take to allow their Corporate Card expenses to populate in Expensify and for them to be able to see them when logging in with their personal email account. I am a copilot on their account and tried adding their domain email address as secondary but Expensify notifies me that account creation is restricted. Then I tried merging their domain email into their personal email account but I am getting an error that I can't merge the same account into each other - I assume because I haven't set them up in the Domain on Expensify yet. With another user who has a domain account and personal account, I tried merging their domain email account into their personal email but receive a note that "accounts created under this domain can not be merged into another account". I am at a loss for how to move forward. These temporary users need to log in with their personal account but be able to see their Corporate Card expenses. Please help!

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  • Sheena Trepanier
    Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team
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    Hello @mbell, this is a great question.

    In order to assign a company card to an account, the account must have an email address that matches the domain as a secondary or primary login. It sounds like your employees have accounts using their personal email as well as their domain email, is this correct?

    It is possible to merge their accounts together and allow you to assign a credit card to them. To do this, you'll want to make sure their domain email is added in the Domain Control > Domain Members tab. Once that's been taken care of, the employee will need to validate the account using their domain email address and then log into that account.

    Once logged in with the domain email address, they will need to navigate to their Settings > Your Account > Account Details tab, and scroll down to the Merge Account tool.

    From there, they will enter their personal email address and that account's password, then confirm the merge. The end result will be an account with their domain email as the primary login, which you can then assign a credit card to in Domain Control. The employee will be able to log into their account using their domain email or their personal email.

    The most important bit to remember is that to merge an account that is domain controlled, the employee must be logged in with the domain email to begin the process. Cheers!

  • mbell
    mbell Expensify Customer Posts: 7 Expensify Newcomer
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    So, we were able to make this work. Logged into domain email and then merged personal email into it. The user was able to log into personal email and see all the Corporate card charges attached to their domain email. However, the password for the personal email account was automatically changed to the domain email account. Is there a way to keep the original password on the personal email account?

  • mbell
    mbell Expensify Customer Posts: 7 Expensify Newcomer
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    After logging into the personal email account, we see that the domain email account is primary and the personal email account is secondary. There is an option to make the personal email primary. What happens if we do this? Will the corporate card expenses attached to the domain email still be visible from the personal email account login as primary?

  • Sheena Trepanier
    Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team
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    If the personal email is made primary, all reports and expenses will be listed as belonging to the personal email. The expenses importing on the card assigned to the domain email should still flow in and be visible to the employee regardless of which email is the primary for the account.

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