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Allow us to @comment to anyone on an employee’s report that is on that policy so that we can notify them that we have a question directed at them and not just notify the parties that are preparing or reviewing the respective report.
Hi @SAOSBR! Because not all users on a policy have access to each report, can you give me an example of how you want this to work? Only policy admins can view policy reports.
Well I guess I would imagine that if I comment at someone who should give input on a report, they would be able to view that party's report. I see what you mean by not everyone should see all reports but there often times is a party at a client of ours that is not an ADMIN since we don't want them changing the policy but they should be able to view people's reports without being a copilot required. It would be nice to comment at these types of parties as if they are maybe like Managers or something.
Hi @SAOSBR at the moment there are three roles in Expensify: User, Auditor and Policy Admin. Do you imagine more security roles would be needed?
(And don't forget to vote for your own idea!)
We have instances where a "reviewer" or "manager" role would be helpful so that someone who may not even be in a workflow for an employee due to the structure really needs the ability to view all employee reports without having the ability to be and admin and change things on the policy. That is my theory. Anyone else?
Hi @SAOSBR The Auditor role should work for you in this case. That would allow them to see all the reports without giving them access to the policy settings.
@Nicole Trepanier - well unfortunately this person also needs to be able to do their own reports...can they do that with auditor role?
@SAOSBR Yes, an auditor is still able to create and submit reports. This role just gives them visibility into the other reports on the policy.