Can I set up categories for each individual user in my group?

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NicoleYee87_onsite
NicoleYee87_onsite Expensify Customer Posts: 1 Expensify Newcomer

Can I set up categories for each individual user in my group?

I have several employees, some of which do not need access to all of the categories we have implemented. Is there a way to tailor each employee's profile where they can only select from a small selection of categories, versus all of the categories available on our account?

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  • Sheena Trepanier
    Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team
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    Hi @NicoleYee87_onsite, welcome to the Community and great question! The only way to achieve this setup would be to create a policy for each individual group of employees who have a unique category list. While this setup is possible, it's not recommended as managing multiple policies for small groups of employees usually leads to more work than it's worth.

    Let me know if you have any followup questions!