Admin Permissions to Set Copilots for Users
Hi there,
I would like to request an enhancement to the current Admin controls to allow the Admin user to set up a copilot on behalf of a user, similar to how Admin's have permission to set a Vacation Delegate for Report approvals.
Business scenario is a user who due to unforeseen circumstances needs to go on leave without being able to submit expenses that recently occurred. Users who are on leave lose system access and therefore cannot access Expensify even through the App and by the time they will return from leave their expenses are out of policy.
Before moving to Expensify an Admin user was able to select a user who would be able to submit expenses on behalf of the user who was on leave so there wouldn't be an interruption to the employee's expense reimbursement.
Comments
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Hi @Lori_BB 🖐️
Thanks for reaching out! For security reasons, Admins cannot set a Copilot for other users. Admins however do have the ability to create and submit reports for their users under their policies as long as the expenses are assigned card expenses under the policy. For any further questions, please reach out via [email protected].
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Unfortunately these would be "cash" expenses and the receipt would not exist in Expensify yet.
Are you able to expand on the security reasons for Admin's not being able to set a copilot for a user?
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Hi @Lori_BB
A user may not want a copilot to see all of their personal information, expenses, credit cards, etc., which is why it is up to the individual to set their co-pilot. Please reach out via [email protected] so that we can take a look to see the setups and if anything else can be done here.
