Can an Approver have a Copilot Approver?

jofri Expensify Customer Posts: 2

You can see my other question for the background. I know employees/submitters can have "Copilots" to manage and submit expense reports on their behalf. But would a Copilot to an employee who happens to be an Approver have the same approval rights as the that employee ("Copilotee")? Or is there a way to give a single user (Finance) the ability to approve reports on behalf of the "person" the report was submitted to?


  • Cortney Ofstad
    Cortney Ofstad Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 173 Expensify Team

    Thanks for reaching out! With Copilots, you act on behalf of the other account, so you have the same access/limitations. For example, let's have employee A be a Policy Admin and employee B be a Policy Member.

    If A Copilots into B's account, A does not have access to the policy settings. This is because they are working in B's account, and can see what B sees. Once A goes back into their account, they will be able to have their normal functionality back.

    Same idea works for approvers. If A is an approver, but B is not, when A works in B's account, they will not be able to approve reports.

    Hopefully this helps! If not, feel free to reach out to [email protected], and our dedicated Success Team will be glad to help!