diff --git a/docs/articles/expensify-classic/domains/Add-Domain-Members-and-Admins.md b/docs/articles/expensify-classic/domains/Add-Domain-Members-and-Admins.md deleted file mode 100644 index 71993956f4f4..000000000000 --- a/docs/articles/expensify-classic/domains/Add-Domain-Members-and-Admins.md +++ /dev/null @@ -1,70 +0,0 @@ ---- -title: Add and remove Domain Members and Admins -description: Add and remove members and admins to a domain ---- -
- -{% include info.html %} -To add members to your domain, your domain must be verified. Once a domain is verified, only Domain Admins will have access to the domain’s settings and member information. -{% include end-info.html %} - -Your domain can include members and admins. - - **Domain Member**: Domain Members are associated with a specific domain and managed by the rules configured by the Domain Admins. They cannot see or modify any of the domain settings. A Domain Member must have an email address under the domain name (for example, an email address @yourcompany.com) listed as their primary or secondary email address. -- **Domain Admin**: Has full authority over the domain settings and can add or modify members, admin, groups, rules, and company credit cards. Domain Admins are not required to have an email address connected to the domain. - -# Add Domain Member - -There are two ways to add a member to a domain: -- The member can be automatically added to the domain if they sign up or are added to Expensify using an email address that contains their domain name (for example, an email address @yourcompany.com). -- A Domain Admin can manually add a new member to the domain. - -## Automatic Domain Member signup - -- **New Expensify members**: By creating their account using their domain email address (like yourname@yourcompany.com), they will be automatically added as a member of the domain. -- **Existing Expensify members**: Members that already have an Expensify account can add their domain email address (like yourname@yourcompany.com) as their secondary or primary email address to be automatically added as a member of the domain once they verify their email address. - -{% include info.html %} -The member’s primary email address will be the one that is listed under the domain, even if their secondary email address is the one that matches the domain. -{% include end-info.html %} - -Once the member verifies their email address, all Domain Admins will be notified and the employee will be added to the default group. - -## Manually add a Domain Member - -1. Hover over Settings, then click **Domains**. -2. Click the name of the domain. -3. Click the **Domain Members** tab on the left. -4. Under the Domain Members section, enter the first part of the member’s email address and click **Invite**. - -# Close a Domain Member’s account - -1. Hover over Settings, then click **Domains**. -2. Click the name of the domain. -3. Click the **Domain Members** tab on the left. -4. Find the user account you’d like to close, and select it -5. Click **Close** to close the account - -{% include info.html %} -Any closed account can be reopened at any time, by reinviting the user via the Domain Member page -{% include end-info.html %} - -# Add Domain Admin - -1. Hover over Settings, then click **Domains**. -2. Click the name of the domain. -3. Click the **Domain Admins** tab on the left. -4. Under the Domain Admins section, enter the phone number or email address of the person you’re inviting as a domain admin and click **Add Admin**. - -{% include info.html %} -This can be any email address—it does not have to be an email address under the domain. -{% include end-info.html %} - -# Remove Domain Admin - -1. Hover over Settings, then click **Domains**. -2. Click the name of the domain. -3. Click the **Domain Admins** tab on the left. -4. Under the Domain Admins section, click the red trash can button next to the Domain Admin you’d like to remove - -
- diff --git a/docs/articles/expensify-classic/domains/Domain-Members.md b/docs/articles/expensify-classic/domains/Domain-Members.md new file mode 100644 index 000000000000..b6d6cf468681 --- /dev/null +++ b/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**. + diff --git a/docs/articles/expensify-classic/domains/Switch-Domain-Member-to-Admin.md b/docs/articles/expensify-classic/domains/Switch-Domain-Member-to-Admin.md deleted file mode 100644 index 8a01a3170903..000000000000 --- a/docs/articles/expensify-classic/domains/Switch-Domain-Member-to-Admin.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Switch Domain Member to Admin -description: Change a Domain Member's role to Admin ---- -
- -A Domain Admin can change a current member of your domain to a Domain Admin by completing the following steps: - -1. Hover over Settings, then click **Domains**. -2. Click the name of the domain. -3. Click the **Domain Admins** tab on the left. -4. Under the Domain Admins section, enter the member’s phone number or email address and click **Add Admin**. - -
diff --git a/docs/redirects.csv b/docs/redirects.csv index b7ab2ec18c34..35b3a0d45814 100644 --- a/docs/redirects.csv +++ b/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 \ No newline at end of file +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