Merge pull request #28361 from Expensify/abekkala-patch-1

Create Copilot page

docs/articles/expensify-classic/account-settings/Copilot.md

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+---
+title: Copilot
+description: Safely delegate tasks without sharing login information.
+---
+
+# About
+The Copilot feature allows you to safely delegate tasks without sharing login information. Your chosen user can access your account through their own Expensify account, with customizable permissions to manage expenses, create reports, and more. This can even be extended to users outside your policy or domain.
+
+# How-to
+# How to add a Copilot
+1. Log into the Expensify desktop website.
+2. Navigate to *Settings > Account > Account Details > _Copilot: Delegated Access_*.
+3. Enter the email address or phone number of your Copilot and select whether you want to give them Full Access or the ability to Submit Only.
+   - *Full Access Copilot*: Your Copilot will have full access to your account. Nearly every action you can do and everything you can see in your account will also be available to your Copilot. They *will not* have the ability to add or remove other Copilots from your account.
+   - *Submit Only Copilot*: Your Copilot will have the same limitations as a Full Access Copilot, with the added restriction of not being able to approve reports on your behalf.
+4. Click Invite Copilot.
+
+If your Copilot already has an Expensify account, they will get an email notifying them that they can now access your account from within their account as well.
+If they do not already have an Expensify account, they will be provided with a link to create one. Once they have created their Expensify account, they will be able to access your account from within their own account.
+
+# How to use Copilot
+A designated copilot can access another account via the Expensify website or the mobile app.
+
+## How to switch to Copilot mode (on the Expensify website):
+1. Click your profile icon in the upper left side of the page.
+2. In the “Copilot Access” section of the dropdown, choose the account you wish to access.
+3. When you Copilot into someone else’s account, the Expensify header will change color and an airplane icon will appear.
+4. You can return to your own account at any time by accessing the user menu and choosing “Return to your account”.
+
+## How to switch to Copilot Mode (on the mobile app):
+1. Tap on the menu icon on the top left-hand side of the screen, then tap your profile icon.
+2. Tap “Switch to Copilot Mode”, then choose the account you wish to access.
+3. You can return to your own account at any time by accessing the user menu and choosing “Return to your account”.
+
+# How to remove a Copilot
+If you ever need to remove a Copilot, you can do so by following the below steps:
+1. Log into the Expensify desktop website
+2. Navigate to *Settings > Your Account > Account Details > _Copilot: Delegated Access_*
+3. Click the red X next to the Copilot you'd like to remove
+
+
+# Deep Dive
+## Copilot Permissions
+A Copilot can do the following actions in your account:
+- Prepare expenses on your behalf
+- Approve and reimburse others' expenses on your behalf (Note: this applies only to **Full Access** Copilots)
+- View and make changes to your account/domain/policy settings
+- View all expenses you can see within your own account
+
+## Copilot restrictions
+A Copilot cannot do the following actions in your account: 
+- Change or reset your password
+- Add/remove other Copilots
+
+## Forwarding receipts to receipts@expensify.com as a Copilot
+To ensure a receipt is routed to the Expensify account in which you are a copilot rather than your own you’ll need to do the following:
+1. Forward the email to receipts@expensify.com
+2. Put the email of the account in which you are a copilot in the subject line
+3. Send
+
+
+# FAQ
+## Can a Copilot's Secondary Login be used to forward receipts?
+Yes! A Copilot can use any of the email addresses tied to their account to forward receipts into the account of the person they're assisting.
+
+## I'm in Copilot mode for an account; Can I add another Copilot to that account on their behalf?
+No, only the original account holder can add another Copilot to the account.
+## Is there a restriction on the number of Copilots I can have or the number of users for whom I can act as a Copilot?
+There is no limit! You can have as many Copilots as you like, and you can be a Copilot for as many users as you need.