Workspace Admins can invite new members to a workspace by:

• Enabling automatic access for members who sign up for Expensify using their domain email address (e.g., yourname@yourcompany.com)
• Sending a link (you can copy the link and send it in Slack, Teams, etc.)
• Sending an invitation email
• Importing a list of new members

Each option is outlined below in more detail.

Automatic Workspace Access with Company Email

Enabling pre-approvals allows members to automatically join your workspace when they create an Expensify account using their domain email address (e.g., yourname@yourcompany.com).

Follow these steps to enable automatic access to your workspace:

1. Hover over Settings, then click Workspaces.
2. Click the Group tab on the left.
3. Click the desired workspace name.
4. Click the Members tab on the left.
5. Below your Workspace Joining Link, enable Pre-approve join requests from validated users at {domain name}.

Create an Invitation Link

You can copy your workspace’s unique link and share it with someone you want to invite to your workspace.

To find your workspace’s unique link:

1. Hover over Settings, then click Workspaces.
2. Click the Group tab on the left.
3. Click the desired workspace name.
4. Click the Members tab on the left.
5. Copy your Workspace Joining Link and send it via Slack, Teams, or any other communication method.

Invite via Email

To send an email invitation to your workspace:

1. Hover over Settings, then click Workspaces.
2. Click the Group tab on the left.
3. Click the desired workspace name.
4. Click the Members tab on the left.
5. Click Invite.
6. Enter the phone number or email address of the person you’re inviting.
7. Select a role for the new member (see table below).
8. If your workspace uses Advanced Approvals, select Approves to. This determines who the member’s reports must be approved by, if applicable. If no one is selected, then if the member submits a report, anyone with the Auditor or Workspace Admin role can approve their reports.
9. Add a personal message, if desired. This message will appear in the invitation email or message.
10. Click Invite.

Note: If you’re inviting multiple people who will be assigned the same role, you can enter multiple email addresses or phone numbers by separating them with a comma.

Member Roles

The following table shows the permissions available for each role:

Import a Group of Members

You can add multiple members to your workspace at once by importing a .csv, .txt, .xls, or .xlsx list.

To add members in bulk:

1. Create a spreadsheet with Email and Role as column headers and fill in the information for all of the members you want to add to your workspace. You can also include any of the following columns:
   • Submits To
   • Approves To
   • Approval Limit
   • Over Limit Forward To
2. Hover over Settings, then click Workspaces.
3. Click the Group tab on the left.
4. Click the desired workspace name.
5. Click the Members tab on the left.
6. Click Import from spreadsheet.
7. Match the columns in your spreadsheet with the Expensify data they correspond to.
8. Click Import.

Note: If you are utilizing the Advanced Approval feature, you can specify to who each member should submit their expense reports and who an approver should send approved reports for the next step in the approval process. If someone is the final