Expensify.org is accepting proposals for new campaigns. Submit yours here by April 30th to receive up to $100,000 in funding for campaigns dismantling injustice related to: Climate, Homes, Hunger, Reentry, or Youth.

How to: Invite users to your policy manually or in bulk.

Nicole TrepanierNicole Trepanier Expensify Team Posts: 500 Expensify Team
edited December 2020 in How-to Docs

While there are many options to invite users to your policy, you can always do it manually as well.

  1. Go to Settings > Policies > Group > [Policy Name] People
  2.  Click Invite

3. Enter the invitee's email address. Indicate whether you want them to be an admin, auditor, or employee on the policy.

Optionally, enter a custom message you'd like them to receive in their invitation email.

To invite multiple users with this tool, simply separate out their email addresses with a comma. 👍

To invite in Bulk:

You can also use the spreadsheet bulk upload option to invite users to a policy, which is useful when you are setting up for the first time or need to update multiple users! Click the Import from Spreadsheet button to upload a .csv, .txt, .xls, or .xlsx file.

Here's an example of what your spreadsheet of users could look like:

After uploading the spreadsheet, we'll display a window where you can choose which columns to import and what they correspond to:

This is the full list of additional options you can set when importing:

  • Email
  • Role
  • Custom Field 1
  • Custom Field 2
  • Submits To
  • Approves To
  • Approval Limit
  • Over Limit Forward To

Click the Import button and you're done! We will import the new users with the optional settings and update any already existing ones.

Related Articles
Sign In or Register to comment.