Where would i find information on the different roles that can be set up in Expensify? For instance I would like to know what functionality roles like "Full Access" and "Submit only" provide to designated users
Hi @kpcpa, I'm not sure I follow exactly what you're asking here. Are you just looking to understand the differences between the existing Roles in Expensify, along with the differences between the copilot features?
These should be outlined in the two guides, but if you have a specific question, post it here for all!
Hi @kpcpa! Happy to help with this! You can find a complete guide to the available roles in Expensify here. Let me know if you have any questions!
Thank you for the response, however I did not see a link or attachment.
@kpcpa Sorry about that! Please try this link:
Can you point me to the section that describes the following permissions:
(1) Full Access
(2) Submit only
These two roles are configured in an environment i am reviewing but I can not seem to find them in the link above.
@kpcpa Sounds like you're looking at the Copilot feature? In that case you can find information about the Full Access and Submit Only permissions here - https://docs.expensify.com/en/articles/4413-copilot-delegated-access
Thank You. Exactly what I was looking for. Is there an article or link on the differences in setting up access based upon the co-pilot features and and regular set-up? For example the advantages and disadvantages of each.