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How to: Create and edit domain groups

Stephanie ElliotStephanie Elliot Expensify Team Posts: 61 Expensify Team
edited July 28 in How-to Docs

Domain Groups can be accessed if you have claimed and verified your domain. Groups are used to set rules or permissions for groups of users.

If you are a Domain Admin, you can create and edit Domain Groups under Settings Domains > [Domain Name] > Groups.

Creating Domain Groups

  1. In your Expensify account on the web, navigate to Settings > Domains > [Domain Name] > Groups.
  2. Select Create Group to create the group. This will allow you to name the Group, as well as configure permissions that will apply to members of the Group.

Adding members to a Domain Group

  1. In your Expensify account on the web, navigate to Settings > Domains > [Domain Name] > Domain Members.
  2. Select the checkbox next to the domain members you wish to add to the Domain Group.
  3. Select Add to Group to select the Group you wish to add them to.

Editing Domain Groups

  1. In your Expensify account on the web, navigate to Settings > Domains > [Domain Name] > Groups.
  2. Next to the Group you wish to edit, select Edit.
  3. This will open the Edit Permission Group pane, where you can edit the rules and permissions for that group. Make your edits and click Save!

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