How to navigate between multiple policies

cdibella
cdibella Expensify Customer Posts: 1

We just created a second policy, and some users in the new policy still need access to the old policy. I tried to create a report in the new policy but it still defaults to the old policy and there is no option for me to switch. How do I switch the policies so I can create a report in the new policy?

Best Answer

  • Jason Li
    Jason Li Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 229 Expensify Team
    Answer ✓

    Hi @cdibella - welcome to the Community!

    The easiest way to switch a default Policy is on your desktop account - simply click on your profile photo (top left), and select a new policy from the dropdown.

    Another way to do is is in the Report itself - simply click on it, and on the right hand side, there will be a drop down to change the Report Policy.