Can you move one user from one policy to another policy?

nhoffman94_tob Expensify Customer Posts: 39 Expensify Newcomer

I need to move one user from one policy to another policy. Is this possible without the user having to start all over?

Best Answer

  • Cortney Ofstad
    Cortney Ofstad Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 173 Expensify Team
    Answer ✓

    Hi @nhoffman94_tob! Thanks for reaching out! While there isn't a formal to move someone from one policy to another, you would just need to invite them to the new policy and remove them from the old policy.

    This would not require the employee to have to "start over," but I recommend making sure that any reports listed as open or processing under the old policy are completed before you remove the employee from that policy.

    A Policy Admin can invite or remove someone by logging into the Expensify website, navigating to Settings - Policies - Group - [Policy Name] - People. There, just above the list of policy members is the invite or remove option.

    If you have any other questions or need anything else, please let me know!