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[NO QA] Docs updates for E/A#88293 Add role filter to workspace members docs #89492
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| @@ -1,7 +1,7 @@ | ||||||
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| title: Managing Workspace Members in New Expensify | ||||||
| description: Learn how to add, remove, and manage user roles in a New Expensify workspace. | ||||||
| keywords: [New Expensify, workspace members, add user, remove user, user roles, workspace admin, invite users] | ||||||
| description: Learn how to add, remove, filter, and manage user roles in a New Expensify workspace. | ||||||
| keywords: [New Expensify, workspace members, add user, remove user, user roles, workspace admin, invite users, filter members, role filter] | ||||||
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@@ -30,6 +30,24 @@ To invite someone to your workspace: | |||||
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| # Filter Workspace Members by Role | ||||||
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| You can filter the member list by role to quickly find specific groups of members. | ||||||
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| 1. Go to **Workspaces > [Workspace Name] > Members**. | ||||||
| 2. Click the role filter dropdown at the top of the member list. | ||||||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. UI element not bolded: Per HELPSITE_NAMING_CONVENTIONS.md, UI elements must be referenced using exact UI text in bold formatting. "The role filter dropdown" should reference the actual UI label in bold. Suggested fix: Use the exact label shown in the product UI and bold it -- e.g., |
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| 3. Select one of the available roles: | ||||||
| - **All members** – Shows all workspace members (default). | ||||||
| - **Admins** – Shows only members with the Admin role. | ||||||
| - **Approvers** – Shows only members who are designated approvers. | ||||||
| - **Auditors** – Shows only members with the Auditor role (Control workspaces only). | ||||||
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| The member list updates immediately to show only members matching the selected role. You can also combine the role filter with the search bar to narrow results further. | ||||||
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| If no members match the selected filter, an empty state is displayed with the message: "No members match this filter." | ||||||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Quotation marks around UI text: Per HELPSITE_NAMING_CONVENTIONS.md, UI text must not be wrapped in quotation marks -- use bold formatting instead. Suggested fix:
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| # Remove Workspace Members | ||||||
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| If someone no longer needs access to your workspace, you can remove them individually or in bulk to keep your member list up to date. | ||||||
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Heading level violation: Per HELP_AUTHORING_GUIDELINES.md Section 4, only one
#heading is allowed (the article title), with the sole exception of# FAQ. All other content sections must use##.Additionally, this heading is not task-based. Per Section 2, headings must start with an action verb or question word (How, What, Where, Who, Why, When).
Suggested fix: