How-to: Add a secondary login

Katie OswaltKatie Oswalt Expensify Success Coach - Admin Posts: 154 Expensify Team
edited December 2020 in How-to Docs

A secondary email address or phone number allows you to log into your account and also forward receipts to [email protected] from either email or phone number. This will need to be done from the web, and you will not be able to add a secondary email or phone number using the mobile app.

If you merge your two existing Expensify accounts, the account that you merge into the first will become the primary login. The account that was merged will become the secondary login, though you can choose to make either the primary login.

  1. On the website, click Settings > Account
  2. Scroll down to the Secondary Logins section
  3. Click Add Secondary Login 

4. Enter an email or mobile phone number (including the international code)

5. Expensify will send an email or SMS to the address/phone number that you input. 

6. In that email or SMS, click Confirm button to validate that address and confirm this as a secondary login:

7. Once you've done this, you will be able to log in to Expensify with either/any email address or phone number listed under Secondary Logins.

8. After you've created a secondary login, you also have the ability to make that secondary login your primary login (note: your company may restrict this option). To make that change, simply click Make Primary. You can then remove the old email address or phone number if you'd like.

Important note: Secondary logins can only be added if the email address or phone number is not already linked to an existing Expensify account. If the account already exists, you must merge accounts or disconnect the email or phone number from the other account. To disconnect a secondary login from another account, just add the email address as a secondary email to your new account and verify it by clicking the link you get in your secondary login email.

If you are a member of a group that is using a controlled Domain, you can add your personal email or phone number as a secondary login. That will allow you to forward receipts from a personal email address to [email protected].

Related docs:

Sign In or Register to comment.