From c4b819dd8b13329a14ae01b16b2224dfd3cac2be Mon Sep 17 00:00:00 2001 From: Nicole Mendonca Date: Tue, 26 Sep 2023 14:14:11 -0400 Subject: [PATCH 1/8] Update and rename Invite-Employees.md to Invite.Members.md https://github.com/Expensify/Expensify/issues/311410 --- .../getting-started/Invite-Employees.md | 5 -- .../getting-started/Invite.Members.md | 62 +++++++++++++++++++ 2 files changed, 62 insertions(+), 5 deletions(-) delete mode 100644 docs/articles/expensify-classic/getting-started/Invite-Employees.md create mode 100644 docs/articles/expensify-classic/getting-started/Invite.Members.md diff --git a/docs/articles/expensify-classic/getting-started/Invite-Employees.md b/docs/articles/expensify-classic/getting-started/Invite-Employees.md deleted file mode 100644 index 73dc7b8274f..00000000000 --- a/docs/articles/expensify-classic/getting-started/Invite-Employees.md +++ /dev/null @@ -1,5 +0,0 @@ ---- -title: Invite Employees -description: Invite Employees ---- -## Resource Coming Soon! diff --git a/docs/articles/expensify-classic/getting-started/Invite.Members.md b/docs/articles/expensify-classic/getting-started/Invite.Members.md new file mode 100644 index 00000000000..f0e2845dfe0 --- /dev/null +++ b/docs/articles/expensify-classic/getting-started/Invite.Members.md @@ -0,0 +1,62 @@ +--- +title: Invite Members +description: Invite Members +--- +# Overview + +To invite your employees in Expensify, simply add them as members to your policy. + +# How to Invite Employees to Expensify + +## Inviting Members Manually + +Navigate to **Settings > Policies > Group > *Policy Name* > People** - then click Invite and enter the invitee's email address. + +Indicate whether you want them to be an Employee, Admin, or Auditor on the policy + +If you are utilizing the Advanced Approval feature, you can specify who employees should submit their expense reports to and who an approver should send approved reports to for the next step in the approval process. If someone is the final approver, you can leave this field blank. + +## Inviting Members to a Policy in Bulk + +Navigate to **Settings > Policies > Group > *Policy Name* > People** - then click Invite and enter all of the email addresses separated by comma. Indicate whether you want them to be an Employee, Admin, or Auditor on the policy. + +If you are utilizing the Advanced Approval feature, you can specify who employees should submit their expense reports to and who an approver should send approved reports to for the next step in the approval process. If someone is the final approver, you can leave this field blank. + +Another convenient method is to employ the spreadsheet bulk upload option for inviting users to a policy. This proves particularly helpful when initially configuring your system or when dealing with numerous user updates. Simply click the "Import from Spreadsheet" button and upload a file in formats such as .csv, .txt, .xls, or .xlsx to streamline the process. + +After uploading the spreadsheet, we'll display a window where you can choose which columns to import and what they correspond to. These are the fields: +- Email +- Role +- Custom Field 1 +- Custom Field 2 +- Submits To +- Approves To +- Approval Limit +- Over Limit Forward To + +Click the Import button and you're done. We will import the new users with the optional settings and update any already existing ones. + +## Inviting Members with a Shareable Policy Joining Link + +You have the ability to invite your colleagues to join your Expensify policy by sharing a unique Policy Joining Link. You can use this link as many times as necessary to invite multiple users through various communication methods such as internal emails, chats, text messages, and more. + +To find your unique link, simply go to **Settings > Policies > Group > *Policy Name* > People**. It's easily accessible from there. + +## Allowing Members to Automatically Join Your Policy + +You can streamline the process of inviting colleagues to your policy by enabling the Pre-approve switch located below your Policy Joining Link. This allows teammates to automatically become part of your policy as soon as they create an Expensify account using their work email address. + +Here's how it works: If a colleague signs up with a work email address that matches the email domain of a company policy owner (e.g., if the policy owner's email is admin@expensify.com and the colleague signs up with employee@expensify.com), they will be able to join your policy seamlessly without requiring a manual invitation. When new users join the policy, they will be set up to submit their expense reports to the policy owner by default. + +To enable this feature, go to **Settings > Policies > Group > *Policy Name* > People**. + + +# FAQ +## Who can invite users to Expensify +Any Policy Admin can add users to a Group policy using any of the above methods. + +## How can I customize an invite message? +Under **Settings > Policies > Group > *Policy Name* > People > Invite** you can enter a custom message you'd like users to receive in their invitation email. + +## How can I invite employees via the API? +If you would like to integrate an open API HR software, you can use our [Advanced Employee Updater API](https://integrations.expensify.com/Integration-Server/doc/employeeUpdater/) to invite employees to your policies. From 5fae13ccc595eb221befd3a9306f7266141fab2f Mon Sep 17 00:00:00 2001 From: Nicole Mendonca Date: Thu, 28 Sep 2023 16:47:40 -0400 Subject: [PATCH 2/8] Update Invite.Members.md Updating "policy" to workspace, and "users/employees" to "members" --- .../getting-started/Invite.Members.md | 44 +++++++++---------- 1 file changed, 22 insertions(+), 22 deletions(-) diff --git a/docs/articles/expensify-classic/getting-started/Invite.Members.md b/docs/articles/expensify-classic/getting-started/Invite.Members.md index f0e2845dfe0..120b57a1f90 100644 --- a/docs/articles/expensify-classic/getting-started/Invite.Members.md +++ b/docs/articles/expensify-classic/getting-started/Invite.Members.md @@ -4,25 +4,25 @@ description: Invite Members --- # Overview -To invite your employees in Expensify, simply add them as members to your policy. +To invite your employees in Expensify, simply add them as members to your Workspace. -# How to Invite Employees to Expensify +# How to Invite members to Expensify ## Inviting Members Manually -Navigate to **Settings > Policies > Group > *Policy Name* > People** - then click Invite and enter the invitee's email address. +Navigate to **Settings > Workspace > Group > *Workspace Name* > People** - then click Invite and enter the invitee's email address. -Indicate whether you want them to be an Employee, Admin, or Auditor on the policy +Indicate whether you want them to be an Employee, Admin, or Auditor on the Workspace. -If you are utilizing the Advanced Approval feature, you can specify who employees should submit their expense reports to and who an approver should send approved reports to for the next step in the approval process. If someone is the final approver, you can leave this field blank. +If you are utilizing the Advanced Approval feature, you can specify who members should submit their expense reports to and who an approver should send approved reports to for the next step in the approval process. If someone is the final approver, you can leave this field blank. -## Inviting Members to a Policy in Bulk +## Inviting Members to a Workspace in Bulk -Navigate to **Settings > Policies > Group > *Policy Name* > People** - then click Invite and enter all of the email addresses separated by comma. Indicate whether you want them to be an Employee, Admin, or Auditor on the policy. +Navigate to **Settings > Workspaces > Group > *Workspace Name* > People** - then click Invite and enter all of the email addresses separated by comma. Indicate whether you want them to be an Employee, Admin, or Auditor on the Workspace. -If you are utilizing the Advanced Approval feature, you can specify who employees should submit their expense reports to and who an approver should send approved reports to for the next step in the approval process. If someone is the final approver, you can leave this field blank. +If you are utilizing the Advanced Approval feature, you can specify who members should submit their expense reports to and who an approver should send approved reports to for the next step in the approval process. If someone is the final approver, you can leave this field blank. -Another convenient method is to employ the spreadsheet bulk upload option for inviting users to a policy. This proves particularly helpful when initially configuring your system or when dealing with numerous user updates. Simply click the "Import from Spreadsheet" button and upload a file in formats such as .csv, .txt, .xls, or .xlsx to streamline the process. +Another convenient method is to employ the spreadsheet bulk upload option for inviting members to a Workspace. This proves particularly helpful when initially configuring your system or when dealing with numerous member updates. Simply click the "Import from Spreadsheet" button and upload a file in formats such as .csv, .txt, .xls, or .xlsx to streamline the process. After uploading the spreadsheet, we'll display a window where you can choose which columns to import and what they correspond to. These are the fields: - Email @@ -34,29 +34,29 @@ After uploading the spreadsheet, we'll display a window where you can choose whi - Approval Limit - Over Limit Forward To -Click the Import button and you're done. We will import the new users with the optional settings and update any already existing ones. +Click the Import button and you're done. We will import the new members with the optional settings and update any already existing ones. -## Inviting Members with a Shareable Policy Joining Link +## Inviting Members with a Shareable Workspace Joining Link -You have the ability to invite your colleagues to join your Expensify policy by sharing a unique Policy Joining Link. You can use this link as many times as necessary to invite multiple users through various communication methods such as internal emails, chats, text messages, and more. +You have the ability to invite your colleagues to join your Expensify Workspace by sharing a unique Workspace Joining Link. You can use this link as many times as necessary to invite multiple members through various communication methods such as internal emails, chats, text messages, and more. -To find your unique link, simply go to **Settings > Policies > Group > *Policy Name* > People**. It's easily accessible from there. +To find your unique link, simply go to **Settings > Workspace > Group > *Workspace Name* > People**. It's easily accessible from there. -## Allowing Members to Automatically Join Your Policy +## Allowing Members to Automatically Join Your Workspace -You can streamline the process of inviting colleagues to your policy by enabling the Pre-approve switch located below your Policy Joining Link. This allows teammates to automatically become part of your policy as soon as they create an Expensify account using their work email address. +You can streamline the process of inviting colleagues to your Workspace by enabling the Pre-approve switch located below your Workspace Joining Link. This allows teammates to automatically become part of your Workspace as soon as they create an Expensify account using their work email address. -Here's how it works: If a colleague signs up with a work email address that matches the email domain of a company policy owner (e.g., if the policy owner's email is admin@expensify.com and the colleague signs up with employee@expensify.com), they will be able to join your policy seamlessly without requiring a manual invitation. When new users join the policy, they will be set up to submit their expense reports to the policy owner by default. +Here's how it works: If a colleague signs up with a work email address that matches the email domain of a company Workspace owner (e.g., if the Workspace owner's email is admin@expensify.com and the colleague signs up with employee@expensify.com), they will be able to join your Workspace seamlessly without requiring a manual invitation. When new members join the Workspace, they will be set up to submit their expense reports to the Workspaceowner by default. -To enable this feature, go to **Settings > Policies > Group > *Policy Name* > People**. +To enable this feature, go to **Settings > Workspace > Group > *Workspace Name* > People**. # FAQ -## Who can invite users to Expensify -Any Policy Admin can add users to a Group policy using any of the above methods. +## Who can invite members to Expensify +Any Workspace Admin can add members to a Group Workspace using any of the above methods. ## How can I customize an invite message? -Under **Settings > Policies > Group > *Policy Name* > People > Invite** you can enter a custom message you'd like users to receive in their invitation email. +Under **Settings > Workspace > Group > *Workspace Name* > People > Invite** you can enter a custom message you'd like members to receive in their invitation email. -## How can I invite employees via the API? -If you would like to integrate an open API HR software, you can use our [Advanced Employee Updater API](https://integrations.expensify.com/Integration-Server/doc/employeeUpdater/) to invite employees to your policies. +## How can I invite members via the API? +If you would like to integrate an open API HR software, you can use our [Advanced Employee Updater API](https://integrations.expensify.com/Integration-Server/doc/employeeUpdater/) to invite members to your Workspace. From e7f04c97c76e1c0d762d1c817ee89be655406dde Mon Sep 17 00:00:00 2001 From: Nicole Mendonca Date: Fri, 29 Sep 2023 11:46:02 -0400 Subject: [PATCH 3/8] Update and rename Invite.Members.md to Invite-Members.md updating description and file name --- .../getting-started/{Invite.Members.md => Invite-Members.md} | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) rename docs/articles/expensify-classic/getting-started/{Invite.Members.md => Invite-Members.md} (98%) diff --git a/docs/articles/expensify-classic/getting-started/Invite.Members.md b/docs/articles/expensify-classic/getting-started/Invite-Members.md similarity index 98% rename from docs/articles/expensify-classic/getting-started/Invite.Members.md rename to docs/articles/expensify-classic/getting-started/Invite-Members.md index 120b57a1f90..d5b56bbd849 100644 --- a/docs/articles/expensify-classic/getting-started/Invite.Members.md +++ b/docs/articles/expensify-classic/getting-started/Invite-Members.md @@ -1,6 +1,6 @@ --- title: Invite Members -description: Invite Members +description: Learn how add your employees to submit expenses in Expensify --- # Overview From 82551e0e4f1c9190622927ccdfde2de537bfdcce Mon Sep 17 00:00:00 2001 From: Nicole Mendonca Date: Mon, 2 Oct 2023 10:44:40 -0400 Subject: [PATCH 4/8] Update Invite-Members.md fixed typos/ grammar error --- .../expensify-classic/getting-started/Invite-Members.md | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/docs/articles/expensify-classic/getting-started/Invite-Members.md b/docs/articles/expensify-classic/getting-started/Invite-Members.md index d5b56bbd849..540b15ebb87 100644 --- a/docs/articles/expensify-classic/getting-started/Invite-Members.md +++ b/docs/articles/expensify-classic/getting-started/Invite-Members.md @@ -20,7 +20,7 @@ If you are utilizing the Advanced Approval feature, you can specify who members Navigate to **Settings > Workspaces > Group > *Workspace Name* > People** - then click Invite and enter all of the email addresses separated by comma. Indicate whether you want them to be an Employee, Admin, or Auditor on the Workspace. -If you are utilizing the Advanced Approval feature, you can specify who members should submit their expense reports to and who an approver should send approved reports to for the next step in the approval process. If someone is the final approver, you can leave this field blank. +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 to for the next step in the approval process. If someone is the final approver, you can leave this field blank. Another convenient method is to employ the spreadsheet bulk upload option for inviting members to a Workspace. This proves particularly helpful when initially configuring your system or when dealing with numerous member updates. Simply click the "Import from Spreadsheet" button and upload a file in formats such as .csv, .txt, .xls, or .xlsx to streamline the process. @@ -40,13 +40,13 @@ Click the Import button and you're done. We will import the new members with the You have the ability to invite your colleagues to join your Expensify Workspace by sharing a unique Workspace Joining Link. You can use this link as many times as necessary to invite multiple members through various communication methods such as internal emails, chats, text messages, and more. -To find your unique link, simply go to **Settings > Workspace > Group > *Workspace Name* > People**. It's easily accessible from there. +To find your unique link, simply go to **Settings > Workspace > Group > *Workspace Name* > People**. ## Allowing Members to Automatically Join Your Workspace You can streamline the process of inviting colleagues to your Workspace by enabling the Pre-approve switch located below your Workspace Joining Link. This allows teammates to automatically become part of your Workspace as soon as they create an Expensify account using their work email address. -Here's how it works: If a colleague signs up with a work email address that matches the email domain of a company Workspace owner (e.g., if the Workspace owner's email is admin@expensify.com and the colleague signs up with employee@expensify.com), they will be able to join your Workspace seamlessly without requiring a manual invitation. When new members join the Workspace, they will be set up to submit their expense reports to the Workspaceowner by default. +Here's how it works: If a colleague signs up with a work email address that matches the email domain of a company Workspace owner (e.g., if the Workspace owner's email is admin@expensify.com and the colleague signs up with employee@expensify.com), they will be able to join your Workspace seamlessly without requiring a manual invitation. When new members join the Workspace, they will be set up to submit their expense reports to the Workspace owner by default. To enable this feature, go to **Settings > Workspace > Group > *Workspace Name* > People**. From a25982bee79f263adec18a83869f3421990feff6 Mon Sep 17 00:00:00 2001 From: Nicole Mendonca Date: Thu, 5 Oct 2023 09:51:44 -0400 Subject: [PATCH 5/8] Update docs/articles/expensify-classic/getting-started/Invite-Members.md Co-authored-by: Sonia Liapounova --- .../expensify-classic/getting-started/Invite-Members.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/getting-started/Invite-Members.md b/docs/articles/expensify-classic/getting-started/Invite-Members.md index 540b15ebb87..dddcafa7b03 100644 --- a/docs/articles/expensify-classic/getting-started/Invite-Members.md +++ b/docs/articles/expensify-classic/getting-started/Invite-Members.md @@ -4,7 +4,7 @@ description: Learn how add your employees to submit expenses in Expensify --- # Overview -To invite your employees in Expensify, simply add them as members to your Workspace. +To invite your employees to Expensify, simply add them as members to your Workspace. # How to Invite members to Expensify From 578fd21ceb794defd748873afdd4f76972c6d4a3 Mon Sep 17 00:00:00 2001 From: Nicole Mendonca Date: Thu, 5 Oct 2023 09:51:52 -0400 Subject: [PATCH 6/8] Update docs/articles/expensify-classic/getting-started/Invite-Members.md Co-authored-by: Sonia Liapounova --- .../expensify-classic/getting-started/Invite-Members.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/getting-started/Invite-Members.md b/docs/articles/expensify-classic/getting-started/Invite-Members.md index dddcafa7b03..070772cbb50 100644 --- a/docs/articles/expensify-classic/getting-started/Invite-Members.md +++ b/docs/articles/expensify-classic/getting-started/Invite-Members.md @@ -10,7 +10,7 @@ To invite your employees to Expensify, simply add them as members to your Worksp ## Inviting Members Manually -Navigate to **Settings > Workspace > Group > *Workspace Name* > People** - then click Invite and enter the invitee's email address. +Navigate to **Settings > Workspace > Group > *Workspace Name* > People** - then click **Invite** and enter the invitee's email address. Indicate whether you want them to be an Employee, Admin, or Auditor on the Workspace. From 72cbab047d2e08d5eee4b39d205dd59985f7f42c Mon Sep 17 00:00:00 2001 From: Nicole Mendonca Date: Tue, 10 Oct 2023 07:29:56 -0400 Subject: [PATCH 7/8] Update docs/articles/expensify-classic/getting-started/Invite-Members.md Co-authored-by: Sonia Liapounova --- .../expensify-classic/getting-started/Invite-Members.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/getting-started/Invite-Members.md b/docs/articles/expensify-classic/getting-started/Invite-Members.md index 070772cbb50..bd278953817 100644 --- a/docs/articles/expensify-classic/getting-started/Invite-Members.md +++ b/docs/articles/expensify-classic/getting-started/Invite-Members.md @@ -34,7 +34,7 @@ After uploading the spreadsheet, we'll display a window where you can choose whi - Approval Limit - Over Limit Forward To -Click the Import button and you're done. We will import the new members with the optional settings and update any already existing ones. +Click the **Import** button and you're done. We will import the new members with the optional settings and update any already existing ones. ## Inviting Members with a Shareable Workspace Joining Link From 3c7849cde60095f3e04a528d9cca191c310f6f85 Mon Sep 17 00:00:00 2001 From: Nicole Mendonca Date: Tue, 10 Oct 2023 07:30:21 -0400 Subject: [PATCH 8/8] Update docs/articles/expensify-classic/getting-started/Invite-Members.md Co-authored-by: Sonia Liapounova --- .../expensify-classic/getting-started/Invite-Members.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/getting-started/Invite-Members.md b/docs/articles/expensify-classic/getting-started/Invite-Members.md index bd278953817..5b3c17c2e8f 100644 --- a/docs/articles/expensify-classic/getting-started/Invite-Members.md +++ b/docs/articles/expensify-classic/getting-started/Invite-Members.md @@ -14,7 +14,7 @@ Navigate to **Settings > Workspace > Group > *Workspace Name* > People** - then Indicate whether you want them to be an Employee, Admin, or Auditor on the Workspace. -If you are utilizing the Advanced Approval feature, you can specify who members should submit their expense reports to and who an approver should send approved reports to for the next step in the approval process. If someone is the final approver, you can leave this field blank. +If you are utilizing the Advanced Approval feature and the invitee is an approver, you can use the "Approves to" field to specify to whom they approve and forward reports for additional approval. ## Inviting Members to a Workspace in Bulk