How to Change The Policy Holder?
My company created a Exspensify account in 2019. The HR person in charge with setting up the account has since left the company. The new HR person needs to take the place of the current "Policy" person that would receive expense reports, receipts etc.. Is it possible to plug the new HR person in replacement of the original "policy" person or do we need to start a whole new account?
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Hi @Billy610
Another person can take over ownership of a policy, as long as they're a Policy Admin, from Settings > Policies > Group > [Policy Name] > Overview > Take Over Billing.
If the new HR person isn't a Policy Admin but someone else is, the current admin can add HR person as Policy Admin from Settings > Policies > Group > [Policy Name] > People > Settings > change role to "Policy Admin".
I hope this helps!
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What if there was never a second Policy Admin? Do we delete the account and start new? Is this somthing that Expensify can help set up a new Policy Admin?
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Hey @Billy610 thanks for the additional context.
One option is to coordinate with your IT team internally to claim access of the email address that belonged to the HR person (who has since left the company). That would allow you to reset the password for the user, log into Expensify, and access the policy as needed. So you can add the proper admins and remove this user. I would recommend this path if it's possible!
Alternatively, you can create a new policy from scratch under your own email and start from scratch. If you take this path, I recommend messaging Concierge to double check that the termed employee's policy isn't generating billable activity currently.
Let me know if this makes sense!
