How-to: Invite people to your policy using a join link

Sheena Trepanier
Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team
edited July 2022 in How-to Docs

As a company Group policy admin, you can quickly invite colleagues to join you on an Expensify policy by sharing your unique Policy Joining Link. The same Policy Joining Link can be shared with any employee, allowing you to invite multiple users via an internal email list, chat, text, and more! 

You can easily access your link by navigating to your Settings > Policies > Group > [Policy Name] > People page.

Pro tip: Enable Pre-approve to allow teammates to automatically join your policy with the link as soon as they create an Expensify account with their work email address.

Alternatively, you can disable this feature and employees will only be able to request access to your policy if they are not invited already. These invites will then show the billing owner's Inbox for speedy acceptance. 

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