Wingman: Delegated Access

The Wingman feature allows you to give someone else delegated access to your account. From their own Expensify account, they will be able to access your account and do things on your behalf.


Important Notes:

  • Your Wingman can have full access to your account. Anything that you can do and see in your Expensify account, your Wingman can as well.
  • Your Wingman is not considered an extra submitter. If your company is on the Team or Corporate plan, they will not be charged for an extra submitter when your Wingman submits or approves reports on your behalf. Your Wingman is only considered an active user if they submit their own reports or approve reports from their own account.

Adding a Wingman

To add a Wingman, navigate to the Account tab of your account settings. Scroll down to the “Wingmen: Delegated Access” section of the settings, enter the email address of your Wingman, and click “Invite Wingman”.

If your Wingman already has an Expensify account, they will get an email notifying them that they can now access your account from within their account as well. If they do not already have an Expensify account, they will be provided with a link to create one. Once they have created their Expensify account, they will be able to access your account from within their account as well.


Access Levels

  • Full Access - Your Wingman will have full access to your account. Every action you can do and everything you can see in your account will also be available to your Wingman.
  • Approve Only - Your Wingman will have report approval ability only.  This means they can only approve reports on your behalf.
  • Submit Only - Your Wingman will have report submission ability only. This means they can only submit your reports on your behalf.

Switching Between Accounts as a Wingman: Web Interface

To access another account as a wingman, click the user icon in the upper right-hand side of the page. Then, in the “Wingman Access” section of the dropdown, choose the account you wish to access.

When you Wingman into someone else’s account, the Expensify header will change color. You can return to your own account at any time by accessing the user menu.


Switching Between Accounts as a Wingman: Mobile App Interface

 

To access another account as a wingman, tap the settings cog icon in the bottom right-hand side of the screen. Then, in the “Wingman Access” screen, choose the account you wish to access.

When you Wingman into someone else’s account, the Expensify header will change color, and the settings cog will display a little airplane icon.

You can return to your own account at any time by accessing the settings cog and clicking 'Return'.


Report History

Any actions you take on reports while in Wingman mode to someone else’s account will be recorded in the report history section of the report.


Email Receipts as a Wingman

To email receipts as a wingman simply forward them to receipts@expensify.com with the email address of the user whose account you want the receipts to go to in the subject line. As long as you are a Wingman for this user, the receipts will be placed in their account.

Still need help?

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