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