Can we assign Domain Admin to a policy?

We have 6 different companies and policies under one domain name. Can we assign a Domain Administrator to a Policy (vs a Domain name)?

Best Answer

  • Sheena TrepanierSheena Trepanier Posts: 2,113 Expensify Success Coach
    Accepted Answer

    Hi @Janine1_Fund, would the individual at Client A be responsible for uploading a credit card, transactions, and coding on behalf of other policy members?

    If so, they would need Domain Admin access if they were importing a company credit card account with the intention of assigning the credit cards to the respective cardholders.

    However, if the individual for Client A simply needed to upload a credit card into their own Expensify account then they would not need domain admin access.

    Does this make sense?

Answers

  • Sheena TrepanierSheena Trepanier Posts: 2,113 Expensify Success Coach

    Hi @Janine1_Fund, welcome to the Community! You could add the domain admin to the policy they need to administer, just be sure their role is set as a policy admin.

    A policy admin does not need to be a domain admin, so if you want to remove them as domain admin that is okay. Just be sure you remove them from the Domain Control > Domain Admin tab. If you delete them from the domain from the Domain Members tab, you are removing their account from the system and it is not reversible.

    Cheers!

  • Let me ask differently. We are an accounting svcs organization with multiple clients. All clients are under Acctsvcs.com for Expensify with different Expense Policies. I would like someone at Client A to upload credit card transactions, code and reconcile. Similarly, someone at Client B to upload credit card transactions, code and reconcile. Can we do this thru Domain Admin or do we have to make each individual a Policy Admin and show cc transactions as non-reimbursable expenses

  • Can we get around this by using the Co-pilot feature, e.g. assigning one individual in Client A to upload cc transactions and code on their behalf

  • Sheena TrepanierSheena Trepanier Posts: 2,113 Expensify Success Coach

    A Copilot can act on behalf of the account they're added as a Copilot for. This means if you have a policy member who needs someone to take actions on their behalf, that policy member would invite a Copilot to do it for them.

    Would your Copilot for Client A need to take actions for all policy members of Client A or a single individual for Client A?

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