How-to: Switch to Copilot mode (on the Expensify website and mobile app)
The Copilot role allows you to give someone else delegated access to your account without needing to give them any login credentials. From their own Expensify account, they will be able to access your account and take actions like adding expenses and creating, submitting and approving reports on your behalf (depending on the permissions you allow). Check our our Deep Dive[link] here!
How to switch to Copilot mode (on the Expensify website):
To access another account as a Copilot:
- Click the User Icon in the upper left-hand side of the page.
- In the “Copilot Access” section of the dropdown, choose the account you wish to access.
When you Copilot into someone else’s account, the Expensify header will change color and an airplane icon will appear.
You can return to your own account at any time by accessing the user menu and choosing Return to your account.
How to switch to Copilot mode (on the mobile app):
To access another account as a Copilot:
- Tap on the menu icon the top left-hand side of the screen, then tap your profile icon.
- Tap “Copilot Access”, then choose the account you wish to access in the list on the next screen.
When you Copilot into someone else’s account, the Expensify header will change color, and the settings cog will display an airplane icon.
You can return to your own account at any time by tapping Return to your account.
Related docs:
- How-to: Email receipts as a Copilot
- How-to: Add and remove a Copilot
- Deep Dive: What is a Copilot, what are the different types?
- FAQ: Is a Copilot a billed "active" user?
- FAQ: I'm a Copilot of an admin. Can I add a business bank account for them?
- FAQ: Is there a limit to how many Copilots can be added to an account, or a limit to how many user accounts I can access as a Copilot?
- FAQ: I'm in Copilot mode for an account. Can I add another Copilot to that account on behalf of the account holder?
