Auto get Co-Pilot Control on company cards

Me_Too

As domain/policy admins an option to automatically added as a copilot to a user's account would be very beneficial. We structure our expense reports according to our bank payments and we also often help our company card users clean up their reports or do everything beyond submit for them. It's something of a pain to request co-pilot access for every user. Since the card, the policy, the domain is ours could we not automatically get access to our users accounts?

Nicole Mendonca

Hey @Me_Too, thanks for sharing! I'd recommend that you also vote for your own idea. 

Don't forget, if you're a Domain Admin you can add card expenses to reports on behalf of users via the Reconciliation Dashboard. More information on this here. 

Me_Too

I do realize that option is available. I am not looking to add expenses. I as an admin just want to help with cleaning up and arranging reports so they are on the money when they are submitted. Thanks for the suggestion though

Nicole Mendonca

Thanks for the additional context @Me_Too!

SHoltsclaw

This would be a great option to have. Managing the Domain accounts should be all access for those domain admins or Policy Admins. I feel like the Policy Admin has all the setup access but after setup there's no point of the Policy Admin.

mpharez

Agreed 100% we have over 136 Employees with Expensify accounts, my guys are extremely busy and barely have the time to stop and take photos of their receipts. We have recently found ourselves in a position that I am going to have to ask them all to stop and spend a decent amount of time fixing their accounts, where if as the Policy Admin I had full access to their accounts like I should I could fix these issues on my own and not have to take time from them.