Merge pull request #57418 from Expensify/maddylewis-patch-10

docs/articles/expensify-classic/domains/Domain-Members.md

@@ -0,0 +1,66 @@
+---
+title: Domain Members
+description: Learn how to manage domain members and admins in Expensify.
+---
+
+Managing domain members in Expensify ensures control over access and settings within your organization. This guide walks you through adding, removing, and promoting users to streamline domain administration.
+
+There are two types of users within Domain Settings:
+- **Domain Member**: Managed by Domain Admins and subject to domain rules. Members cannot modify settings and must have an email address under the domain (e.g., @yourcompany.com) as their primary or secondary email.
+- **Domain Admin**: This person has full control over domain settings, including adding/removing members, managing rules, and handling company credit cards. Admins do not need an email associated with the domain. Only Domain Admins can manage domain settings and member information.
+
+The domain must be [verified](https://help.expensify.com/articles/expensify-classic/domains/Claim-And-Verify-A-Domain) before you can add members. 
+
+---
+# Add a Domain Member
+There are two ways to add a member:
+1. **Automatic Signup**: Users who create an account using a domain email (e.g., yourname@yourcompany.com) are automatically added.
+2. **Manual Addition**: A Domain Admin can invite members manually.
+
+## Automatic Domain Member Signup
+- **New Expensify Users**: Accounts created with a domain email are automatically added as members.
+- **Existing Expensify Users**: Users can add their domain email as a primary or secondary email. Once verified, they are added to the domain.
+
+The primary email listed under the domain will take precedence, even if the secondary email matches the domain.
+
+Once verified, all Domain Admins are notified, and the member is added to the default group.
+
+## Manually Add a Domain Member
+1. Go to **Settings > Domains**.
+2. Select the domain.
+3. Click **Domain Members**.
+4. Enter the member’s email prefix and click **Invite**.
+
+---
+# Remove a Domain Member
+1. Go to **Settings > Domains**.
+2. Select the domain.
+3. Click **Domain Members**.
+4. Find and select the member.
+5. Click **Close** to deactivate the account.
+
+_**Closed accounts can be reopened anytime by reinviting the user via the Domain Member page.**_
+
+---
+# Add a Domain Admin
+1. Go to **Settings > Domains**.
+2. Select the domain.
+3. Click **Domain Admins**.
+4. Enter the admin’s email or phone number and click **Add Admin**.
+
+The email address of a Domain Admin does not need to be on the same domain as the rest of the company (e.g. if you have a bookkeeper on a separate domain who is also a Domain Admin).
+
+---
+# Remove a Domain Admin
+1. Go to **Settings > Domains**.
+2. Select the domain.
+3. Click **Domain Admins**.
+4. Click the red trash can icon next to the admin’s name.
+
+---
+# Promote a Domain Member to Admin
+1. Go to **Settings > Domains**.
+2. Select the domain.
+3. Click **Domain Admins**.
+4. Enter the member’s email or phone number and click **Add Admin**.
+

docs/redirects.csv

@@ -648,4 +648,6 @@ https://help.expensify.com/articles/new-expensify/connect-credit-cards/company-c
 https://help.expensify.com/articles/new-expensify/connect-credit-cards/company-cards/Direct-feeds,https://help.expensify.com/articles/new-expensify/connect-credit-cards/Direct-feeds
 https://help.expensify.com/articles/expensify-classic/travel,https://help.expensify.com/new-expensify/hubs/travel/
 https://help.expensify.com/articles/expensify-classic/workspaces/Set-up-your-individual-workspace,https://help.expensify.com/articles/expensify-classic/getting-started/Create-a-workspace-for-yourself
-https://help.expensify.com/articles/expensify-classic/travel/Book-with-Expensify-Travel,https://help.expensify.com/articles/new-expensify/travel/Book-with-Expensify-Travel
+https://help.expensify.com/articles/expensify-classic/travel/Book-with-Expensify-Travel,https://help.expensify.com/articles/new-expensify/travel/Book-with-Expensify-Travel
+https://help.expensify.com/articles/expensify-classic/domains/Add-Domain-Members-and-Admins,https://help.expensify.com/articles/expensify-classic/domains/Domain-Members
+https://help.expensify.com/articles/expensify-classic/domains/Switch-Domain-Member-to-Admin,https://help.expensify.com/articles/expensify-classic/domains/Domain-Members