Setting default policy
Hello,
I have some users who have multiple policies available. 95% of the time there is a 'default' policy they should submit to. Is there a way to set that when a new report is created the default is selected and not this other policy? We are using domain groups and I see there is some option to restrict policy selection for 'primary', but I'm confused on the wording if this means they can only use 1 policy or this makes a default. Thoughts?
Answers
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Hey @Blake
If you have domain control enabled, you will be able to restrict users of a domain group to a default policy of your choice.
The name of the rule is Restrict primary policy selection.
If enabled, group members will only be able to create and submit reports under the designated policy. This is useful when you have employees that are approvers for multiple policies but should only submit their own expenses under a single policy.
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Thanks for the reply.
So this only allows them to select a single policy? I need to have the ability to toggle policies, but default to a specific policy as most of the time they'll use the default.
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Yes, within the domain group the user has the policy restriction set to, they will only be able to submit reports on that policy. If you need to switch this, you can create another domain group, set the policy restrictions to a different policy, and move users there when necessary.
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How can I change the default policy?
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@fermi If you head to Domains Groups and then click Edit next to a group, you will see an option for default policy in the settings list.
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Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify TeamHi @Blake quick update here! We have tweaked this feature so it now does exactly what you were looking for! Check out our product update post!
