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amyevans merged 2 commits into from
May 1, 2024
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Update Invite-members-and-assign-roles.md #40119

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13 changes: 7 additions & 6 deletions docs/articles/expensify-classic/workspaces/Invite-members-and-assign-roles.md
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Expand Up @@ -50,12 +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 |
|---------------------------|----------------------------------|---------|-----------------|
| 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 |
| ----------------------------------------- | ------------------------------------------ | ----------------------------------------- |
| ✔ 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.
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