From 1db6def8f71355499dcbc8a9138b9b412d1f4895 Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Thu, 28 Sep 2023 12:49:23 -0400 Subject: [PATCH] Update User-Roles.md minor formatting updates --- .../User-Roles.md | 12 ++++++------ 1 file changed, 6 insertions(+), 6 deletions(-) diff --git a/docs/articles/expensify-classic/manage-employees-and-report-approvals/User-Roles.md b/docs/articles/expensify-classic/manage-employees-and-report-approvals/User-Roles.md index a65dc378a793..65238457f1a9 100644 --- a/docs/articles/expensify-classic/manage-employees-and-report-approvals/User-Roles.md +++ b/docs/articles/expensify-classic/manage-employees-and-report-approvals/User-Roles.md @@ -9,34 +9,34 @@ This guide is for those who are part of a **Group Workspace**. Each member has a role that defines what they can see and do in the workspace. Most members will have the role of "Employee." -# How to Manage User Roles +# How to manage user roles -To find and edit the roles of group workspace members, go to **Settings > Workspaces > Group > [Your Specific Workspace Name] > Members > Workspace Members** +To find and edit the roles of group workspace members, go to **Settings > Workspaces > Group > _[Workspace Name]_ > Members > Workspace Members** Here you'll see the list of members in your group workspace. To change their roles, click **Settings** next to the member’s name and choose the role that the member needs. Next, let’s go over the various user roles that are available on a group workspace. -## The Employee Role +### The Employee Role - **What can they do:** Employees can only see their own expense reports or reports that have been submitted to or shared with them. They can't change settings or invite new users. - **Who is it for:** Regular employees who only need to manage their own expenses, or managers who are reviewing expense reports for a few users but don’t need global visibility. - **Approvers:** Members who approve expenses can either be Employees, Admins, or Workspace Auditors, depending on how much control they need. - **Billable:** Employees are billable actors if they take actions on a report on your Group Workspace (including **SmartScanning** a receipt). -## Workspace Admin Role +### Workspace Admin Role - **What can they do:** Admins have full control. They can change settings, invite members, and view all reports. They can also process reimbursements if they have access to the company’s account. - **Billing Owners:** Billing owners are Admins by default. **Workspace Admins** are assigned by the owner or another admin. - **Billable:** Yes, if they perform actions like changing settings or inviting users. Just viewing reports is not billable. -## Workspace Auditor Role +### Workspace Auditor Role - **What can they do:** Workspace Auditors can see all reports, make comments, and export them. They can also mark reports as reimbursed if they're the final approver. - **Who is it for:** Accountants, bookkeepers, and internal or external audit agents who need to view but not edit workspace settings. - **Billable:** Yes, if they perform any actions like commenting or exporting a report. Viewing alone doesn't incur a charge. -## Technical Contact +### Technical Contact - **What can they do:** In case of connection issues, alerts go to the billing owner by default. You can set a technical contact if you want alerts to go to an IT administrator instead. - **How to set one:** Go to **Settings > Workspaces > Group > [Workspace Name] > Connections > Technical Contact**.