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How-to: Change a default policy

Christina Dobryzynski
Christina Dobryzynski Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 267 Expensify Team
edited April 2021 in How-to Docs

It's best practice to set a default policy for your Expensify account. This will ensure all reports are submitted to your primary policy.  

You can change your default policy on the web app. To do this, sign-in to your Expensify account on a browser, click on the 'person' icon in the upper left corner of the screen.

Click the policy you'd like to set as the default under 'Use this expenses policy:' Your default policy will have a green checkmark.

If you don't see the option to set a default policy, this means your policy has been restricted by your administrator. You will need to reach out to them to update your policy.

Related Articles:

Deep Dive: Policy submission rules, violations, and best practices for setup

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

Deep Dive: Quickly inviting users to your policy (best practice, philosophy)

Deep Dive: Policy users and roles