Manage Domain Members

Managing domain members helps your organization control who can use Expensify with your company email domain, and which domain-level settings apply to them.

There are two types of members within Domain Settings:

• Domain Member: Subject to domain rules. Members must have an email address under the domain as their primary or secondary contact method, such as @yourcompany.com.
• Domain Admin: Has full control over domain settings, including adding/removing members, managing rules, and configuring security settings. Admins do not need an email address associated with the domain.

Who can manage Domain Members

Only Domain Admins can invite, remove, deactivate, or promote Domain Members.

Your domain must be verified before you can invite and manage members. Learn how to claim and verify a domain.

How to add a Domain Member

You can add Domain Members in two ways: automatically or manually.

1. Automatic signup: Accounts created with a domain email, such as name@yourcompany.com, are added automatically.
2. Manual addition: A Domain Admin can invite members.

How Domain Members are added automatically

Members are automatically added when they use an email from your verified domain.

• Members new to Expensify: Accounts created with a domain email are automatically added as members.
• Existing Expensify members: Members can add a domain email as a primary or secondary contact method. Once verified, the members are automatically added to the domain.

If a member has multiple contact methods, the primary contact method takes precedence.

How to manually invite a Domain Member

1. Go to Workspaces > Domains.
2. Select your domain.
3. Click Domain Members.
4. Enter the member’s email address, then click Invite.

How to close or deactivate a Domain Member’s account

Domain Admins can close a member’s account when they leave the company.

1. Go to Workspaces > Domains.
2. Select your domain.
3. Click Domain Members.
4. Select the member.
5. Click Close account.

Note: Closed accounts can be reopened by reinviting the member from the Domain Members page.

How to promote a Domain Member to Domain Admin

You can give any member permission to manage domain settings by promoting them to a Domain Admin.

1. Go to Workspaces > Domains.
2. Select your domain.
3. Open Domain Admins.
4. Add the member’s email address or phone number.

FAQ

What happens if a member removes their domain email?

If a member removes their domain email from their contact methods, they’ll no longer be listed as a Domain Member.

Can Domain Admins be outside the company domain?

Yes. Domain Admins don’t need to use a domain email — they can manage the domain from any account.

Can I remove a Domain Member without closing their account?

No. To remove a Domain Member, you must deactivate (close) the account. However, you can always reinvite them later.