diff --git a/docs/articles/new-expensify/getting-started/Create-a-company-workspace.md b/docs/articles/new-expensify/getting-started/Create-a-company-workspace.md new file mode 100644 index 000000000000..cbe21c9db20a --- /dev/null +++ b/docs/articles/new-expensify/getting-started/Create-a-company-workspace.md @@ -0,0 +1,104 @@ +--- +title: Create a company workspace +description: Get started with Expensify by creating a workspace for your company +--- +
+ +To create an Expensify account for your company, follow the 6 steps below. + +{% include info.html %} +After you create your new company workspace, you can schedule a free private onboarding session with one of our Setup Specialists. After you complete the steps below, check your email and notifications in Expensify for your unique signup link. +{% include end-info.html %} + +# 1. Meet Concierge + +Concierge is your personal assistant that walks you through setting up your account and also provides: +- Reminders to do things like submit your expenses +- Alerts when more information is needed on an expense report +- Updates on new and improved account features + +You can get support any time by locating your chat with Concierge in your chat inbox. You can ask questions and receive direct support in this thread. + +# 2. Create a new workspace + +
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  1. Click your profile image or icon in the bottom left menu.
    2. +
  2. Scroll down and click Workspaces in the left menu.
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  3. Click New workspace.
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  4. Click the Edit pencil icon next to your workspace image or icon and select Upload Image to choose an image from your saved files.
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  5. Click Name to enter a new name for the workspace.
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  6. Click Default Currency to set the currency for all expenses submitted under the workspace. Expensify automatically converts all other currencies to your default currency.
    7. +
+ +# 3. Invite members + +
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  1. From the workspace view, click Members on the left.
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  2. Click Invite member.
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  3. Use the search field to find the individual by name, email, or phone number. Note: You can select multiple people.
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  4. Click Next.
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  5. (Optional) Enter a custom message into the Message field.
    6. +
  6. Click Invite.
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+Once the invite is accepted, the new members will appear in your members list. + +{% include info.html %} +You can also invite members on the workspace’s Profile page by clicking **Share** to share the workspace’s URL or QR code. +{% include end-info.html %} + +# 4. Set admins + +Admins are members of your workspace that have permissions to manage the workspace. The table below shows the difference between member and admin permissions: + +| Employee | Workspace Admin | +| ----------------------------------------- | ------------------------------------------ | +| ✔ Submit their own reports | ✔ Submit their own reports | +| ✔ Approve reports submitted to them| ✔ Approve reports submitted to them | +| | ✔ View all workspace reports | +| | ✔ Approve all workspace reports | +| | ✔ Edit workspace settings | + +To assign a member as an admin, + +
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  1. From the Members page of your workspace, click any member’s name.
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  2. Click Role to change their role to Admin.
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+ +# 5. Add categories + +Categories help you code your expenses. + +
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  1. Click Categories in the left menu.
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  2. Disable or add categories.
    3. + +
+ +{% include info.html %} +Categories are enabled by default. However, if you want to completely disable all categories, you can do so by clicking **More Features** in the left menu and clicking the Categories toggle to disable it. +{% include end-info.html %} + +# 6. Add more features + +The items that appear in your left menu under each workspace are determined by the features that are enabled for the workspace. For example, you can choose to enable or disable any of the following features: +- Distance rates +- Workflows +- Categories +- Tags +- Taxes + +Once enabled, a new menu option for the feature will appear in the left menu will additional settings for the feature. + +To add more features, + +
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  1. Click More features in the left menu.
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  2. Enable any desired feature.
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  3. Click the related menu item that appears in the left menu to update its settings.
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+ +