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How-to: Set or Edit a User Role

Sonia Liapounova

Sonia Liapounova Expensify Success Coach - Admin, Expensify Team Posts: 211 Expensify Team

August 2019 edited June 2021 in How-to Docs

Group policy users are found and managed in Settings > Policies > Group > [Policy Name] > People. To manage a user's role click Edit Settings next to the user and then select the desired role on the following screen.

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@font-face { font-family: 'expensicons'; src: url('https://use.expensify.com/assets/fonts/expensicons_39.woff2?kisvzk') format('woff2'), url('https://use.expensify.com/assets/fonts/expensicons_39.ttf?kisvzk') format('truetype'), url('https://use.expensify.com/assets/fonts/expensicons_39.woff?kisvzk') format('woff'), url('https://use.expensify.com/assets/fonts/expensicons_39.svg?kisvzk#expensicons') format('svg'); font-weight: normal; font-style: normal; } .expensicons { font-family: 'expensicons' !important; speak: none; font-size: 24px; font-style: normal; font-weight: normal; font-variant: normal; text-transform: none; line-height: 1; } .expensicons-instagram:before { content: "\e933"; } .expensicons-facebook:before { content: "\e927"; } .expensicons-twitter:before { content: "\e963"; } .expensicons-podcast:before { content: "\e9b3"; } .expensicons-linkedin:before { content: "\e93a"; } .Container { display: flex; flex-direction: column; position: relative; box-sizing: border-box; width: 100%; max-width: 1264px; margin-left: auto; margin-right: auto; padding-left: 20px; padding-right: 20px; } .columns { margin-left: -15px; margin-right: -15px; margin-top: -15px; } @media (min-width: 850px) { .columns:not(.is-desktop) { display: flex; display: -ms-flexbox; } } @media (min-width: 850px) { .column.is-3, .column.is-3-md { flex: none; width: 25%; } } .column { box-sizing: border-box; flex: 1; padding: 15px; position: relative; } @media (max-width: 849px) { .page-footer { background: url(https://use.expensify.com/assets/img/expensify-footer-logo--vertical--green.svg) no-repeat right 20px; background-size: 111px 618px; padding-right: 100px; } } .page-footer { font-size: 15px; } .page-footer h3 { color: #00B268; font-size: 17px; margin-bottom: 16px; } .page-footer ul { margin: 0 0 20px; padding: 0; } .page-footer li { list-style-type: none !important; margin: 0 0 8px; } .page-footer li a { color: #002E22; display: block; padding: 4px 0; text-decoration: none; } .page-footer li a:hover { color: #0676DE; } .page-footer__social-icons { margin: 0 0 20px; } .page-footer__social-icons a { color: #002E22; display: inline-block; text-decoration: none; } .page-footer__social-icons a:hover { color: #03D47C; } .page-footer__fine-print { font-size: 10px; color: #76847E; } .page-footer__logo { margin-top: 40px; } .page-footer__logo img { display: block; } @media (max-width: 849px) { display: none; }

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