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 | +|-----------------------------------------------------------|-----------------------------------------------------------|--------------------------------------------------------------| +| | | | 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 | -|-----------------------------------------------------------|-----------------------------------------------------------|--------------------------------------------------------------| -| | | | +| 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.