From 3affe8561223ba70b6ae883bc3bbe24db9110003 Mon Sep 17 00:00:00 2001
From: Ren Jones <153645623+ren-jones@users.noreply.github.com>
Date: Thu, 11 Apr 2024 09:46:20 -0500
Subject: [PATCH 1/2] Update Invite-members-and-assign-roles.md
Updated table formatting and content
---
.../workspaces/Invite-members-and-assign-roles.md | 9 +++------
1 file changed, 3 insertions(+), 6 deletions(-)
diff --git a/docs/articles/expensify-classic/workspaces/Invite-members-and-assign-roles.md b/docs/articles/expensify-classic/workspaces/Invite-members-and-assign-roles.md
index 26032d06c1d0..dcb1a9378a4d 100644
--- a/docs/articles/expensify-classic/workspaces/Invite-members-and-assign-roles.md
+++ b/docs/articles/expensify-classic/workspaces/Invite-members-and-assign-roles.md
@@ -50,12 +50,9 @@ If you’re inviting multiple people who will be assigned the same role, you can
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 |
+| Employee | Auditor | Workspace Admin |
+|-----------------------------------------------------------|-----------------------------------------------------------|--------------------------------------------------------------|
+|
- [x] Submit their own reports
- [x] Approve reports submitted to them
- [ ] View all workspace reports
- [ ] Approve all workspace reports
- [ ] Edit workspace settings
| - [x] Submit their own reports
- [x] Approve reports submitted to them
- [x] View all workspace reports
- [ ] Approve all workspace reports
- [ ] Edit workspace settings
| - [x] Submit their own reports
- [x] Approve reports submitted to them
- [x] View all workspace reports
- [x] Approve all workspace reports
- [x] Edit workspace settings
|
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.
From bd1855dcc71d4d7029ccd8df5911361c9892fbad Mon Sep 17 00:00:00 2001
From: Ren Jones <153645623+ren-jones@users.noreply.github.com>
Date: Wed, 1 May 2024 02:20:37 -0500
Subject: [PATCH 2/2] Update Invite-members-and-assign-roles.md
Updates made to remove list items from table and replace with html for checkmarks
---
.../workspaces/Invite-members-and-assign-roles.md | 10 +++++++---
1 file changed, 7 insertions(+), 3 deletions(-)
diff --git a/docs/articles/expensify-classic/workspaces/Invite-members-and-assign-roles.md b/docs/articles/expensify-classic/workspaces/Invite-members-and-assign-roles.md
index dcb1a9378a4d..1e698f593732 100644
--- a/docs/articles/expensify-classic/workspaces/Invite-members-and-assign-roles.md
+++ b/docs/articles/expensify-classic/workspaces/Invite-members-and-assign-roles.md
@@ -50,9 +50,13 @@ If you’re inviting multiple people who will be assigned the same role, you can
7. Select a role for the new member. The following table shows the permissions available for each role:
-| Employee | Auditor | Workspace Admin |
-|-----------------------------------------------------------|-----------------------------------------------------------|--------------------------------------------------------------|
-| - [x] Submit their own reports
- [x] Approve reports submitted to them
- [ ] View all workspace reports
- [ ] Approve all workspace reports
- [ ] Edit workspace settings
| - [x] Submit their own reports
- [x] Approve reports submitted to them
- [x] View all workspace reports
- [ ] Approve all workspace reports
- [ ] Edit workspace settings
| - [x] Submit their own reports
- [x] Approve reports submitted to them
- [x] View all workspace reports
- [x] Approve all workspace reports
- [x] Edit workspace settings
|
+| Employee | Auditor | Workspace Admin |
+| ----------------------------------------- | ------------------------------------------ | ----------------------------------------- |
+| ✔ Submit their own reports | ✔ Submit their own reports | ✔ Submit their own reports |
+| ✔ Approve reports submitted to them| ✔ Approve reports submitted to them | ✔ Approve reports submitted to them|
+| | ✔ View all workspace reports | ✔ View all workspace reports |
+| | | ✔ Approve all workspace reports |
+| | | ✔ Edit workspace settings |
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.