How to take over when employees used Expensify first
Comments
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As owner of the company where we use Expensify, I need to keep an eye on things.
What is the best way to accomplish that if i am a new user and one of my employees set up expensify for our company?
Should I ask the Domain Admin to invite me as a Domain Admin also and have the employee demote herself to a Policy Admin?
For the near future I need to closely watch all expense policies, transactions, entries, and approvals...etc. I am new at using Expensify and open to any suggestions on how to set up Expensify to eliminate any worries if you know what I mean.
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Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify TeamOptionsHi @Funfitnut Welcome to the Expensify Community!
I think you want to be both, and maybe keep the employee as both too - that way if one of you is unavailable someone can still add users etc.
You would likely want to use the Expenses page for quick analysis - you can use the graph view to see general expenditure.
Have you been to one of our Policy Admin webinars? I recommend that you register if not - we cover all the basics of managing and finding expenses. And potentially, if you understand it more, you will worry less!
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Our company does not have or need domain access to expensify. What is the highest level admin access called in Expensify in this case?
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Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify TeamOptions@Funfitnut -- If you're not using Domain Control, the highest level of admin access would be Policy Admin access.
