How to take over when employees used Expensify first

SystemSystem Posts: 23 Expensify Success Coach


  • FunfitnutFunfitnut Posts: 2 Expensify Newcomer

    As owner of the company where we use Expensify, I need to keep an eye on things.

    What is the best way to accomplish that if i am a new user and one of my employees set up expensify for our company?

    Should I ask the Domain Admin to invite me as a Domain Admin also and have the employee demote herself to a Policy Admin?

    For the near future I need to closely watch all expense policies, transactions, entries, and approvals...etc. I am new at using Expensify and open to any suggestions on how to set up Expensify to eliminate any worries if you know what I mean.

  • RachCHopkinsRachCHopkins Posts: 822 Expensify Success Coach

    Hi @Funfitnut Welcome to the Expensify Community!

    I think you want to be both, and maybe keep the employee as both too - that way if one of you is unavailable someone can still add users etc.

    You would likely want to use the Expenses page for quick analysis - you can use the graph view to see general expenditure.

    Have you been to one of our Policy Admin webinars? I recommend that you register if not - we cover all the basics of managing and finding expenses. And potentially, if you understand it more, you will worry less! :)

  • FunfitnutFunfitnut Posts: 2 Expensify Newcomer

    Our company does not have or need domain access to expensify. What is the highest level admin access called in Expensify in this case?

  • Sheena TrepanierSheena Trepanier Posts: 1,694 Expensify Success Coach

    @Funfitnut -- If you're not using Domain Control, the highest level of admin access would be Policy Admin access.

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