You can assign someone access to your Expensify account as a Copilot. A Copilot can help manage expenses, review reports, and access your settings without sharing your login details.

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What Can a Copilot Do?

Copilots can access another user’s Expensify account to:

• View all expenses and chats
• Submit and manage expenses on behalf of the account owner
• Approve and reimburse reports
• Access domain and workspace settings

Copilots cannot:

• Add or remove other Copilots
• Take actions restricted by their access level

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Add a Copilot

To grant someone access to your account:

1. In the left-hand menu, click Account > Security.
2. In the Copilot: Delegated Access section, click Add Copilot.
3. Search for the user by name or email.
4. Choose the access level:
   • Full Access – Grants complete access to all areas and actions.
   • Limited Access – Excludes approvals, payments, rejections, and holds.
5. Click Add Copilot.

💡 Note: You can invite someone who doesn’t have an Expensify account. They’ll receive an invite to create one.

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Remove or Change a Copilot’s Access

To remove a Copilot:

1. In the left-hand menu, click Account > Security.
2. In the Copilot: Delegated Access section, click the three-dot menu next to their name.
3. Select Remove Copilot, then confirm.

To change a Copilot’s access level:

1. In the left-hand menu, click Account > Security.
2. In the Copilot: Delegated Access section, click the three-dot menu next to their name.
3. Choose Change Access Level.
4. Select Full Access or Limited Access and confirm your choice.

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Switch to a Copilot Account

If you’ve been added as a Copilot, you can switch into the other user’s account easily.

1. Click your profile icon.
2. In the top-left corner of the screen, click the account switcher arrow beside your name.
3. Select the account you’d like to act as.

You’ll see a dual avatar in the bottom-left corner confirming you’re in Copilot mode.

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Forward Receipts as a Copilot

To send a receipt to the account you support:

1. Forward the email to receipts@expensify.com.
2. In the subject line, include the email address of the user you’re a Copilot for.

This routes the receipt to their account automatically.

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FAQ

Can a Copilot Add or Remove Other Copilots?

No. Copilots can’t add or remove others. Only the account owner can manage Copilots, though a Copilot can remove themselves.

How Are Copilot Actions Tracked?

Actions taken by a Copilot are clearly labeled as performed “on behalf of” the account owner in Expensify.

Can I Have Multiple Copilots?

Yes! You can add as many Copilots as you like. (You just need to wait one minute between additions.)