How to: Create and edit domain groups
Stephanie Elliot
Expensify Team, Expensify Student Ambassador Posts: 84 Expensify Team
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
- In your Expensify account on the web, navigate to Settings > Domains > [Domain Name] > Groups.
- 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
- In your Expensify account on the web, navigate to Settings > Domains > [Domain Name] > Domain Members.
- Select the checkbox next to the domain members you wish to add to the Domain Group.
- Select Add to Group to select the Group you wish to add them to.
Editing Domain Groups
- In your Expensify account on the web, navigate to Settings > Domains > [Domain Name] > Groups.
- Next to the Group you wish to edit, select Edit.
- 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!
Related Articles:
- How-to: Claim and validate your domain in Expensify
- How to: Manage Domain Members
- How-to: Add and remove Domain Admins
- FAQ: I can't merge my accounts because I get a message about "domain managed emails". What does that mean?
- Deep Dive: What are "Domains" and how do I use them?
- Deep Dive: Domain Groups and permissions — what are they all about?
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