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Create Locked Account Tool articles
kadiealexander 8bad9a4
Create Locked-Account-Tool.md
kadiealexander d16cc9d
Update docs/articles/expensify-classic/settings/Locked-Account-Tool.md
lschurr f5bded5
Update docs/articles/expensify-classic/settings/Locked-Account-Tool.md
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81
docs/articles/expensify-classic/settings/Locked-Account-Tool.md
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| --- | ||
| title: Locked Account Tool | ||
| description: Understand how the locked account tool works in Expensify Classic, what features it restricts, and how to request an unlock. | ||
| keywords: [locked account, Expensify Classic, domain admin, secondary login, reimbursements blocked, card locked, unlock account] | ||
| --- | ||
| <div id="expensify-classic" markdown="1"> | ||
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| The locked account tool prevents high-risk actions from being taken on accounts that may have been compromised. It safeguards payment activity, contact methods, and account access. | ||
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| ## When is it appropriate to click the button for your own account or for your employee’s account? | ||
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| Use the **Lock Account** button if: | ||
| - You suspect unauthorized activity on your own or an employee's account. | ||
| - There are changes to bank accounts, logins, or suspicious payment activity. | ||
| - You want to pause activity on an account until Concierge investigates. | ||
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| --- | ||
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| ## Which features are locked? | ||
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| The following actions are restricted when an account is locked in Expensify Classic: | ||
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| ### Profile settings | ||
| - Adding a secondary login | ||
| - Adding or removing Two Factor Authentication (2FA) | ||
| - Domain Admins cannot reset Two Factor Authentication for Domain Members | ||
| - Inviting Copilots | ||
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| ### Wallet settings | ||
| - Connecting, updating or removing bank accounts | ||
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| ### Domain management | ||
| - Adding or removing Domain Admins (`Settings > Domains > Domain Admins`) | ||
| - Inviting or closing Domain Members (`Settings > Domains > Domain Members`) | ||
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| ### Workspace members | ||
| - Inviting, removing, or importing members via spreadsheet | ||
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| ### Expensify Cards | ||
| - Enabling Expensify Cards | ||
| - Editing limits (`Settings > Domains > Company Cards`) | ||
| - Showing card details | ||
| - Activating cards from the Inbox | ||
| - Adding to Apple Wallet/Google Pay | ||
| - Requesting a new card | ||
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| **Note:** | ||
| - If the user is a **Domain Admin**, all cards under the domain will be locked. | ||
| - If they are only a **cardholder**, only their personal cards are locked. | ||
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| ### Reimbursements and payments | ||
| - Clicking **Reimburse** on reports | ||
| - Clicking **Pay** on bills if the member is a reimburser | ||
| - Applies to all items submitted by or payable by the locked member | ||
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| ## How to do it? | ||
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| - **Members:** The **Lock Account** button appears at the bottom of the screen in `Settings > Account > Profile`. | ||
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| - **Domain Admins:** You can lock a domain member's account using the **Lock Account** option located in `Settings > Domains > Domain Members > Edit Settings`. | ||
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| --- | ||
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| ## Unlocking an account | ||
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| This button is not reversible without the assistance of an Expensify team member. Once the account is locked, a member of the Expensify team will work with you to take the necessary steps to secure your account and remove any unauthorized access. Only once these steps are taken will the account be unlocked. | ||
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| # FAQ | ||
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| ## Why can’t I unlock my account? | ||
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| Account unlocks must be handled by Expensify to ensure the integrity of your data and prevent unauthorized access. Use Concierge for help, and we'll guide you through the next steps. | ||
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| </div> |
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docs/articles/new-expensify/settings/Locked-Account-Tool.md
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| title: Lock Account Tool | ||
| description: Learn how the locked account tool works in New Expensify, when to use it, what features are blocked, and how users can regain access. | ||
| keywords: [locked account, New Expensify, lock features, wallet disabled, card suspended, 2FA blocked, unlock account] | ||
| --- | ||
| <div id="new-expensify" markdown="1"> | ||
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| The locked account tool blocks access to high-risk features when an account is suspected to be compromised. It prevents unauthorized actions and protects sensitive account and payment functions. | ||
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| --- | ||
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| ## When is it appropriate to click the button for your own account or for your employee’s account? | ||
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| Click the **Lock Account** button if: | ||
| - Your account is compromised (e.g., unexpected logins or changes). | ||
| - An employee's account appears at risk. | ||
| - Suspicious actions like changing contact methods or adding payment methods occur. | ||
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| Locking the account restricts critical permissions and alerts Concierge to review the situation. | ||
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| --- | ||
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| ## Which features are locked? | ||
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| The following actions are blocked in Expensify when an account is locked: | ||
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| ### Contact & security | ||
| - Adding a new contact method | ||
| - Setting a secondary contact method as default | ||
| - Adding or removing Two Factor Authentication (2FA) | ||
| - Adding or removing Copilots | ||
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| ### Wallet & bank accounts | ||
| - Adding, deleting, or updating bank accounts (`Settings > Wallet`) | ||
| - Enabling the Wallet | ||
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| ### Workspace members | ||
| - Inviting a workspace member | ||
| - Removing a member from `Settings > Workspaces > Members` | ||
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| ### Expensify Card | ||
| - Enabling Expensify Cards under `Settings > Workspaces > More features` | ||
| - Issuing cards and editing card limits | ||
| - Revealing virtual Expensify Card details | ||
| - Activating physical Expensify Cards | ||
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| **Note:** | ||
| - If the user is a **Workspace Admin**, all cards under the workspace will be suspended. | ||
| - If the user is only a **cardholder**, only their personal cards will be suspended. | ||
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| ### Reimbursements and payments | ||
| - Clicking **Pay** on reports, IOUs, invoices | ||
| - Blocked for: reports submitted by the locked user | ||
| - Blocked for all reimbursements if the user is a reimburser | ||
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| --- | ||
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| ## How to do it? | ||
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| The **Lock Account** button is located at `Settings > Security > Lock Account`. | ||
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| **Note:** This button is not reversible. Once the account is locked, a member of the Expensify team will secure your account and be in touch to assist you with unlocking the account. | ||
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| ## Unlocking an account | ||
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| This button is not reversible without the assistance of an Expensify team member. Once the account is locked, a member of the Expensify team will work with you to take the necessary steps to secure your account and remove any unauthorised access. Only once these steps are taken will the account be unlocked. | ||
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| # FAQ | ||
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| ## Why can’t I unlock my account? | ||
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| Only Expensify can unlock an account. This safeguard ensures no bad actors can reverse the lock before your account is secure. Use the Concierge chat for support, and our team will assist as soon as possible. | ||
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| </div> | ||
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