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.
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!
Our company does not have or need domain access to expensify. What is the highest level admin access called in Expensify in this case?
@Funfitnut -- If you're not using Domain Control, the highest level of admin access would be Policy Admin access.