[Due for payment 2025-05-20] [Due for payment 2025-05-13] [$500] Update Migrate tooltips

[flaviadefaria]

Problem:

After watching several FS sessions, we've seen that not everyone engaged with the tooltips, and engagement varied depending on whether the user was an admin or an employee.

Solution:

Update our existing set of tooltips so that we have admin and employee specific tooltips that are more relevant to each user role.

1. [ADD] Expense Report (filter type): 💡Welcome! Find all of your company's reports here.
   Action when clicked: Switches to the Report option on the LHN (screenshot below)
   Priority: 2000
   Conditions: role = Admin (in at least 1 workspace), the user is on the Reports tab and the nudgeMigration.timestamp is not null.

2. [UPDATE] Global Create: 💡 Create expenses, start chatting, and more. Try it out!
   Priority 1950 | Conditions: role = Employee (in at least 1 workspace), the user can see the global create icon.

3. [UPDATE] Inbox tab: 💡Check what needs your attention and chat about expenses.
   Priority 1700
   Conditions: role = All, the user can see the bottom nav, hasn't been on the Inbox tab yet, and the nudgeMigration.timestamp is not null.

4. [ADD] RBR/GBR chat: 💡You’ll see 🟢 on actions to take, and 🔴 on errors to review.
   Priority 1900
   Conditions: role = All, the user can see a chat with a green or red dot (RBR or GBR)

5. [UPDATE] Workspace chat:💡Chat with approvers
   Priority 1800
   Conditions: role = Employee (in at least 1 workspace), the user is in the Inbox and sees their workspace chat (expense chat)

6. [ADD] Account switcher/copilot access: 💡Access your copilot accounts here
   Priority 1600
   Conditions: role = All, when a user is or becomes a copilot for another account and navigates to Account/Settings page for the first time:

7. [ADD] Outstanding filter: 💡Filter for expenses that need approval
   Priority 1925
   Conditions: role = Admin, In Reports page, with either "Expenses" or "Expense Reports" selected

8. [ADD] Settings tab: 💡Explore your workspace and account settings
   Priority 1750
   Conditions: role = Admin User is in the Inbox or Reports page

9. [ADD] Workspaces tab: 💡View your workspaces
   Priority 1550
   Conditions: role = Admin User is on the Settings page

10. [REMOVE] Concierge chat row and GBR: 💡 Get started here!

11. [REMOVE] Create in the Workspace chat: 💡 Get started! Submit your expenses here!

12. [REMOVE] QAB: 💡 Quick action! Just a tap away

13. [REMOVE] Filter: 💡 Customize your search here!

Upwork Automation - Do Not Edit

• Upwork Job URL: https://www.upwork.com/jobs/~021896560139607289654
• Upwork Job ID: 1896560139607289654
• Last Price Increase: 2025-05-13

Issue Owner

Current Issue Owner: @rayane-d

[melvin-bot]

@flaviadefaria Eep! 4 days overdue now. Issues have feelings too...

[melvin-bot]

@flaviadefaria Still overdue 6 days?! Let's take care of this!

[flaviadefaria]

This is almost ready to apply all the labels.

[melvin-bot]

Job added to Upwork: https://www.upwork.com/jobs/~021896560139607289654