diff --git a/docs/articles/expensify-classic/domains/Create-A-Group.md b/docs/articles/expensify-classic/domains/Create-A-Group.md deleted file mode 100644 index fb70faffa27e0..0000000000000 --- a/docs/articles/expensify-classic/domains/Create-A-Group.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Create a group -description: How to set different rules for different members of your domain ---- -
- -To set different domain rules for different members, you can place them into groups. For example, many organizations create different groups for employees and managers since they generally need different domain permissions. - -To create a group, - -1. Hover over Settings, then click **Domains**. -2. Click the name of the domain. -3. Click the **Groups** tab on the left. -4. Click **Create Group**. -5. Select all of the group settings and permissions. - - **Permission Group Name**: Enter a name for the group - - **Default Group**: Determine if new domain members will be automatically added to this group. - - **Strictly enforce expense workspace rules**: Determine if all expense rules must be met before people in this group can submit a report. - - **Restrict primary login selection**: Determine if members of this group will be restricted from using a personal email address to access their Expensify account. - - **Restrict expense workspace creation/removal**: Determine if members of this group will be allowed to create new workspaces. - - **Preferred workspace**: Determine if this group will automatically have their expenses and reports posted to a specific workspace. - - **Set preferred workspace to**: If preferred workspace is enabled, select which workspace members of this group will have set as their preferred workspace. - - **Expensify Card Preferred Workspace**: If preferred workspace is enabled, determine if Expensify Card transactions for this group will be posted to the preferred workspace listed for the Expensify Card instead of the preferred workspace listed in the above settings. -6. Click **Save**. - -
\ No newline at end of file diff --git a/docs/articles/expensify-classic/domains/Domain-Groups.md b/docs/articles/expensify-classic/domains/Domain-Groups.md new file mode 100644 index 0000000000000..97f67427ece3c --- /dev/null +++ b/docs/articles/expensify-classic/domains/Domain-Groups.md @@ -0,0 +1,42 @@ +--- +title: Domain Groups +description: How to set different rules for different members of your domain +--- + +To set different domain rules for different members, you can place them into groups. This allows organizations to customize permissions based on roles, such as employees and managers, ensuring they have the appropriate access and settings. + +--- +# Configuring Domain Groups + +1. Hover over **Settings**, then click **Domains**. +2. Click the name of the domain. +3. Click the **Groups** tab. +4. Click **Create Group**. +5. Configure the group settings and permissions: + - **Permission Group Name**: Enter a name for the group. + - **Default Group**: Choose if new domain members will be automatically added to this group. + - **Strictly enforce expense workspace rules**: Decide if all expense rules must be met before group members can submit a report. + - **Restrict primary login selection**: Choose whether members can access their Expensify account using a personal email. + - **Restrict expense workspace creation/removal**: Set whether members can create or remove workspaces. + - **Preferred workspace**: Select a default workspace for group members' expenses and reports. + - **Set preferred workspace to**: If enabled, specify which workspace will be set as preferred. + - **Expensify Card Preferred Workspace**: If the preferred workspace is enabled, check whether Expensify Card transactions for this group will be posted to the preferred workspace for the Expensify Card instead of the one in the above settings. +6. Click **Save**. + +--- +# When to Use Different Domain Group Permissions + +## Strictly enforce expense workspace rules +This setting ensures all workspace-level rules are followed before an expense report is submitted. This prevents expense reports from being submitted with missing receipts, incorrect categories, or violations. + +## Restrict primary login selection +Enable this setting to ensure employees use their company email instead of a personal email account when submitting expense reports. This helps to maintain security and compliance within your organization. + +## Restrict expense workspace creation/removal +Set this to prevent employees from creating additional workspaces outside of the company workspace they're already a member of. This will ensure expense reports are always routed through the correct company-approved channels. + +## Preferred workspace +If you have multiple workspaces across several teams, use this setting to assign an employee to their corresponding workspace. For instance, use this for sales teams so their expenses automatically post to the "Sales Department" workspace, reducing the need for manual adjustments. + +## Expensify Card Preferred Workspace +Enable this if your team uses the Expensify Cards for business expenses. This will ensure that all transactions are posted directly to the correct workspace without additional setup. diff --git a/docs/redirects.csv b/docs/redirects.csv index 03392a29684c9..f262bb92e3285 100644 --- a/docs/redirects.csv +++ b/docs/redirects.csv @@ -651,6 +651,7 @@ https://help.expensify.com/articles/expensify-classic/workspaces/Set-up-your-ind 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 +https://help.expensify.com/articles/expensify-classic/domains/Create-A-Group,https://help.expensify.com/articles/expensify-classic/domains/Domain-Groups https://help.expensify.com/articles/expensify-classic/expenses/Navigate-the-Expenses-Page,https://help.expensify.com/articles/expensify-classic/expenses/Export-Expenses-from-the-Expenses-Page https://help.expensify.com/articles/expensify-classic/expenses/Export-expenses,https://help.expensify.com/articles/expensify-classic/expenses/Export-Expenses-from-the-Expenses-Page -https://help.expensify.com/articles/expensify-classic/reports/Print-or-download-a-report,https://help.expensify.com/articles/expensify-classic/expenses/Export-Expenses-from-the-Expenses-Page +https://help.expensify.com/articles/expensify-classic/reports/Print-or-download-a-report,https://help.expensify.com/articles/expensify-classic/expenses/Export-Expenses-from-the-Expenses-Page \ No newline at end of file