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Original file line number Diff line number Diff line change
@@ -1,7 +1,7 @@
---
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]
---


Expand Down Expand Up @@ -30,6 +30,24 @@ To invite someone to your workspace:

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# Filter Workspace Members by Role

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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).

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# Filter Workspace Members by Role
## How to filter workspace members by role


You can filter the member list by role to quickly find specific groups of members.

1. Go to **Workspaces > [Workspace Name] > Members**.
2. Click the role filter dropdown at the top of the member list.

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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., Click the **Role** filter dropdown... (adjust to match the actual UI label).

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).

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.

If no members match the selected filter, an empty state is displayed with the message: "No members match this filter."

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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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If no members match the selected filter, an empty state is displayed with the message: "No members match this filter."
If no members match the selected filter, an empty state is displayed with the message: **No members match this filter.**


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# Remove Workspace Members

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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