How to navigate between multiple policies
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cdibella
Expensify Customer Posts: 1
We just created a second policy, and some users in the new policy still need access to the old policy. I tried to create a report in the new policy but it still defaults to the old policy and there is no option for me to switch. How do I switch the policies so I can create a report in the new policy?
Best Answer
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Jason Li Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 229 Expensify TeamOptionsHi @cdibella - welcome to the Community!
The easiest way to switch a default Policy is on your desktop account - simply click on your profile photo (top left), and select a new policy from the dropdown.
Another way to do is is in the Report itself - simply click on it, and on the right hand side, there will be a drop down to change the Report Policy.
