Merge pull request #38479 from ren-jones/patch-22

Create Invite-members-and-assign-roles.md

docs/articles/expensify-classic/workspaces/Invite-members-and-assign-roles.md

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+---
+title: Invite members and assign roles
+description: Invite new members to your workspace and assign them a role
+---
+<div id="expensify-classic" markdown="1">
+
+Workspace Admins can invite new members to a workspace either by:
+
+- Enabling automatic access for members who sign up for Expensify using their domain email address (like yourname@yourcompany.com)
+- Sending a link (you can copy the link and send it in Slack, Teams, etc.)
+- Sending an invitation email
+- Importing a list of new members 
+
+# Enable automatic access with company email
+
+Enabling pre-approvals allows members to automatically join your workspace when they create an Expensify account using their domain email address (like yourname@yourcompany.com). 
+
+To enable automatic sign-up to your workspace:
+1. Hover over Settings, then click **Workspaces**. 
+2. Click the **Group** tab on the left. 
+3. Click the desired workspace name. 
+4. Click the **Members** tab on the left. 
+5. Below your Workspace Joining Link, enable “Pre-approve join requests from validated users at {domain name}.”
+
+# Invite with a link
+
+You can copy your workspace’s unique link and share it with someone you want to invite to your workspace. 
+
+To find your workspace’s unique link:
+1. Hover over Settings, then click **Workspaces**. 
+2. Click the **Group** tab on the left. 
+3. Click the desired workspace name. 
+4. Click the **Members** tab on the left.
+5. Copy your Workspace Joining Link and send it via Slack, Teams, or any other communication method. 
+
+# Send an invitation email
+
+To send an email invitation to your workspace,
+
+1. Hover over Settings, then click **Workspaces**. 
+2. Click the **Group** tab on the left. 
+3. Click the desired workspace name. 
+4. Click the **Members** tab on the left.
+5. Click **Invite**. 
+6. Enter the phone number or email address of the person you’re inviting. 
+
+{% include info.html %}
+If you’re inviting multiple people who will be assigned the same role, you can enter multiple email addresses or phone numbers by separating them with a comma.
+{% include end-info.html %}
+
+7. Select a role for the new member. The following table shows the permissions available for each role:
+
+| | Employee | Auditor | Workspace Admin | 
+|---------------------------|----------------------------------|---------|-----------------|
+| Submit reports | Yes | Yes | Yes |
+| Comment on reports | Yes | Yes | Yes |
+| Approve workspace reports | Only reports submitted to them | Yes | Yes |
+| Edit workspace settings | No | No | Yes |
+
+8. If your workspace uses Advanced Approvals, select “Approves to.” This determines who the member’s reports must be approved by, if applicable. If “no one” is selected, then if the member submits a report, anyone with the Auditor or Workspace Admin role can approve their reports. 
+9. Add a personal message, if desired. This message will appear in the invitation email or message.
+10. Click **Invite**. 
+
+# Import a group of members
+
+You can add multiple members to your workspace at once by importing a .csv, .txt, .xls, or .xlsx list.
+
+To add members in bulk,
+
+1. Create a spreadsheet with an email and role column header and information for all of the members you want to add to your workspace. You can also include any of the following columns:
+ - Submits To
+ - Approves To
+ - Approval Limit
+ - Over Limit Forward To
+2. Hover over Settings, then click **Workspaces**. 
+3. Click the **Group** tab on the left. 
+4. Click the desired workspace name. 
+5. Click the **Members** tab on the left.
+6. Click **Import from spreadsheet**. 
+7. Match the columns in your spreadsheet with the Expensify data they correspond to. 
+8. Click **Import**. 
+
+If you are utilizing the Advanced Approval feature, you can specify who each member should submit their expense reports to and who an approver should send approved reports for the next step in the approval process. If someone is the final approver, you can leave this field blank. 
+
+</div>