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How to re-assign users from one policy to another?

TapeTape Posts: 2Expensify Customer

How to re-assign users from one policy to another?

We want to close some policies and move all the users into one Administrative policy.

Can you please explain to me how to do it?

Also, what will happen to the expense reports that are approved under the old policies?


Thank you

Answers

  • Ted PeetersTed Peeters Expensify Success Coach Posts: 308Expensify Customer, Expensify Success Coach Expensify Success Coach

    Hi @Tape! Thanks for getting in touch. There's no one simply "move" button that will do this, but you can simply duplicate the existing policy and invite only the required users to this new policy.

    Once you've moved users in this way to their new required polices, you can either:

    1. Remove all existing users bar from an individual Policy Admin, set the policy to not allow automatic joining from the Policy Joining Link and rename it from the  Overview to be an "Archived - [NAME]" policy.
    2. Simply Delete the policy from the settings dropdown in-line with the policy name (the same menu you used to duplicate the policy).

    Both methods will retain the existing reports and expenses. Method 1 will retain the name of the policy in the report and in your Reports page filters. Method 2 will not retain the name of the policy in either places, but will place all on an automatic "(not shared)" policy.

  • TapeTape Posts: 2Expensify Customer

    I think there has to be another way, other then inviting everyone to register again in the new policy. ( someone did it before me, moved many records without involving users, but they left a few people in the old policy, that are not syncing to our accounting software now )

    can you please research about more on this?


    thank you

  • Ted PeetersTed Peeters Expensify Success Coach Posts: 308Expensify Customer, Expensify Success Coach Expensify Success Coach

    Hi @Tape - do you have Domain Control enabled? If so, it's possible you could simply move users to another "Groups" and then use the policy restriction setting to update their policy - which will in turn invite them to that policy and restrict them to it. It doesn't require mass invitation, but it does require movement in Domain Control.

    There's currently no other way to facilitate what you're after though.

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