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

Nicole TrepanierNicole Trepanier Expensify Team Posts: 497 Expensify Team
edited July 28 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.

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