diff --git a/docs/articles/expensify-classic/copilots-and-delegates/User-Roles.md b/docs/articles/expensify-classic/copilots-and-delegates/User-Roles.md deleted file mode 100644 index 65238457f1a9..000000000000 --- a/docs/articles/expensify-classic/copilots-and-delegates/User-Roles.md +++ /dev/null @@ -1,63 +0,0 @@ ---- -title: User Roles -description: Each member has a role that defines what they can see and do in the workspace. ---- - -# Overview - -This guide is for those who are part of a **Group Workspace**. - -Each member has a role that defines what they can see and do in the workspace. Most members will have the role of "Employee." - -# How to manage user roles - -To find and edit the roles of group workspace members, go to **Settings > Workspaces > Group > _[Workspace Name]_ > Members > Workspace Members** - -Here you'll see the list of members in your group workspace. To change their roles, click **Settings** next to the member’s name and choose the role that the member needs. - -Next, let’s go over the various user roles that are available on a group workspace. - -### The Employee Role - -- **What can they do:** Employees can only see their own expense reports or reports that have been submitted to or shared with them. They can't change settings or invite new users. -- **Who is it for:** Regular employees who only need to manage their own expenses, or managers who are reviewing expense reports for a few users but don’t need global visibility. -- **Approvers:** Members who approve expenses can either be Employees, Admins, or Workspace Auditors, depending on how much control they need. -- **Billable:** Employees are billable actors if they take actions on a report on your Group Workspace (including **SmartScanning** a receipt). - -### Workspace Admin Role - -- **What can they do:** Admins have full control. They can change settings, invite members, and view all reports. They can also process reimbursements if they have access to the company’s account. -- **Billing Owners:** Billing owners are Admins by default. **Workspace Admins** are assigned by the owner or another admin. -- **Billable:** Yes, if they perform actions like changing settings or inviting users. Just viewing reports is not billable. - -### Workspace Auditor Role - -- **What can they do:** Workspace Auditors can see all reports, make comments, and export them. They can also mark reports as reimbursed if they're the final approver. -- **Who is it for:** Accountants, bookkeepers, and internal or external audit agents who need to view but not edit workspace settings. -- **Billable:** Yes, if they perform any actions like commenting or exporting a report. Viewing alone doesn't incur a charge. - -### Technical Contact - -- **What can they do:** In case of connection issues, alerts go to the billing owner by default. You can set a technical contact if you want alerts to go to an IT administrator instead. -- **How to set one:** Go to **Settings > Workspaces > Group > [Workspace Name] > Connections > Technical Contact**. -- **Billable:** The technical contact doesn’t need to be a group workspace member and so is not counted towards your billable activity. - -Note: running expense analytics from **Insights** follows the same rules. All the reports and data graphs you generate will be created based on the expense data you have access to. - -# Deep Dive - -## Expense Data Visibility - -The amount of expense data you can see depends on your role within any group workspaces you're part of: - -- **Employees:** Whether you're on a free or paid plan, if you're not approving expenses, you'll only see your own expenses. -- **Approvers:** If you approve expenses for your team and also submit your own, you can view both individual and team-wide expenses and analytics. -- **Admins:** Users with an admin role can see analytics and data for every expense report made by anyone on the workspace. - -If you need to see more data, here are some options: - -- **Become an Admin:** Check within your organization if you can be upgraded to an admin role in your group workspaces. -- **Become a Copilot:** Ask to be added as a **Copilot** to an existing admin account, which will allow you some additional viewing privileges. -- **Become an Approver:** You could also be added as an **Approver** in an existing workflow to view more data. - -