[No QA] [HOLD] HelpDot: add New Expensify domain groups doc (Release 4)

[twisterdotcom]

Fixed Issues
$ https://github.com/Expensify/Expensify/issues/577567

Adds New Expensify help doc for Domain Groups (Domain Security Groups).

Tests

• N/A (docs-only)

Web QA
N/A

Mobile QA
No mobile QA

[github-actions]

HelpDot Documentation Review

Overall Assessment

This PR introduces a new Domain Groups documentation article for New Expensify. The document provides clear, actionable guidance for Domain Admins to create and manage domain groups with different permission sets. The content is well-structured, uses appropriate formatting, and maintains consistency with the existing Expensify Classic version of this article. Overall, this is a solid documentation addition that requires only minor improvements.

Scores Summary

• Readability: 8.5/10 - The content is clear, concise, and well-organized with logical flow. Sentences are straightforward and action-oriented. Could benefit from slightly more context in the introduction about what domain groups enable.
• AI Readiness: 7.5/10 - Good use of descriptive headings and YAML metadata. The internalScope field provides excellent context. However, missing the <div id="new-expensify" markdown="1"> wrapper that other New Expensify domain articles use, and could benefit from more explicit feature name usage in headings.
• Style Compliance: 8/10 - Generally follows Expensify documentation standards with correct terminology (workspace, domain members). Formatting is consistent with markdown best practices. Minor inconsistencies with capitalization in settings names.

Key Findings

Strengths:

• Excellent use of the internalScope metadata field - this is a best practice that provides clear context for AI systems and content management
• Clean, scannable structure with horizontal rules separating major sections
• Consistent with the Expensify Classic version while appropriately adapted for New Expensify UI patterns
• Good balance between how-to instructions and explanatory "when to use" guidance
• Clear, concise permission descriptions that focus on practical use cases

Areas for Improvement:

• Missing the <div id="new-expensify" markdown="1"> wrapper used in other New Expensify domain articles (see Claim-and-Verify-a-Domain.md, Set-Up-SAML-SSO.md)
• Introduction could provide more context about prerequisites (e.g., needing a verified domain)
• Some UI element names have inconsistent capitalization ("Create group" vs other buttons)
• Could benefit from a link to the domain verification article as a related resource
• No FAQ section included (though this may be intentional for simpler features)

Critical Items:

• Add the <div id="new-expensify" markdown="1"> wrapper for consistency with platform conventions (this appears to be a standard pattern for New Expensify articles)

Recommendations

Priority 1 (Should Address):

1. Add the New Expensify div wrapper after the YAML frontmatter:

   ---
   [frontmatter]
   ---
   
   <div id="new-expensify" markdown="1">
   
   [content]
   
   </div>

2. Consider adding a prerequisites note at the beginning mentioning domain verification requirement (if applicable)

3. Standardize button/UI element capitalization - verify the actual UI labels in the application

Priority 2 (Nice to Have):

1. Add a "Related articles" or "Next steps" section linking to:

   • Claim and Verify a Domain
   • Set Up SAML SSO

2. Consider adding a brief FAQ section if there are common questions about:

   • Moving members between groups
   • What happens when someone is in multiple groups
   • How to delete a group

3. The description metadata could be slightly more specific: "Learn how to create and manage domain groups to apply different rules to different domain members" → "Learn how to create and manage domain groups (domain security groups) to apply different permission rules to different sets of domain members"

Files Reviewed

• docs/articles/new-expensify/domains/Domain-Groups.md (NEW) - Well-written, clear structure, minor formatting consistency needed

Summary

This is a high-quality documentation addition that effectively communicates the Domain Groups feature to Domain Admins. With the addition of the platform-specific div wrapper and minor formatting adjustments, this will be an excellent resource that maintains consistency with the broader New Expensify documentation set.

---

Review provided by HelpDot Documentation Quality Specialist

[OSBotify]

A preview of your ExpensifyHelp changes have been deployed to https://b2ff1bbb.helpdot.pages.dev ⚡️

Updated articles:

• articles/new-expensify/domains/Create-and-Manage-Domain-Groups

[stephanieelliott]

Made some changes for formatting and to convert to task-based headings

Hey @twisterdotcom did you use the SDO to write this? I noticed you had some ### headings which are not allowed, wondering if maybe you are using an older version (there are 2-3 versions of the SDO out there)

[stephanieelliott]

Reviewer Checklist

• I have verified the author checklist is complete (all boxes are checked off).
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• I checked that screenshots or videos are included for tests on all platforms
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• I verified that the composer does not automatically focus or open the keyboard on mobile unless explicitly intended. This includes checking that returning the app from the background does not unexpectedly open the keyboard.
• I verified tests pass on all platforms & I tested again on:
  • Android: HybridApp
  • Android: mWeb Chrome
  • iOS: HybridApp
  • iOS: mWeb Safari
  • MacOS: Chrome / Safari
• If there are any errors in the console that are unrelated to this PR, I either fixed them (preferred) or linked to where I reported them in Slack
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  • I verified any copy / text that was added to the app is grammatically correct in English. It adheres to proper capitalization guidelines (note: only the first word of header/labels should be capitalized), and is either coming verbatim from figma or has been approved by marketing (in order to get marketing approval, ask the Bug Zero team member to add the Waiting for copy label to the issue)
  • I verified proper file naming conventions were followed for any new files or renamed files. All non-platform specific files are named after what they export and are not named "index.js". All platform-specific files are named for the platform the code supports as outlined in the README.
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Screenshots/Videos

Android: HybridApp

Android: mWeb Chrome

iOS: HybridApp

iOS: mWeb Safari

MacOS: Chrome / Safari

[stephanieelliott]

Approved! But I'm the last pusher so can't merge - @twisterdotcom feel free to merge if you are happy with it

[twisterdotcom]

I also can't merge as I'm an author.

[melvin-bot]

Concierge reviewer checklist:

• I have verified the accuracy of the article
  • The article is within a hub that makes sense, and the navigation is correct
  • All processes, screenshots, and examples align with current product behavior.
  • All links within the doc have been verified for correct destination and functionality.
• I have verified the readability of the article
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  • The grammar, spelling, and punctuation are correct.
  • The article contains at least one image, or that an image is not necessary
• I have verified the formatting of the article
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For more detailed instructions on completing this checklist, see How do I review a HelpDot PR as a Concierge Team member?

cc @sonialiap

[melvin-bot]

@sonialiap Please copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

[twisterdotcom]

Ahh @sonialiap this is actually on hold, but when it's ready, I will let you know and you can merge.

[sonialiap]

Reviewer Checklist

• I have verified the author checklist is complete (all boxes are checked off).
• I verified the correct issue is linked in the ### Fixed Issues section above
• I verified testing steps are clear and they cover the changes made in this PR
  • I verified the steps for local testing are in the Tests section
  • I verified the steps for Staging and/or Production testing are in the QA steps section
  • I verified the steps cover any possible failure scenarios (i.e. verify an input displays the correct error message if the entered data is not correct)
  • I turned off my network connection and tested it while offline to ensure it matches the expected behavior (i.e. verify the default avatar icon is displayed if app is offline)
• I checked that screenshots or videos are included for tests on all platforms
• I included screenshots or videos for tests on all platforms
• I verified that the composer does not automatically focus or open the keyboard on mobile unless explicitly intended. This includes checking that returning the app from the background does not unexpectedly open the keyboard.
• I verified tests pass on all platforms & I tested again on:
  • Android: HybridApp
  • Android: mWeb Chrome
  • iOS: HybridApp
  • iOS: mWeb Safari
  • MacOS: Chrome / Safari
• If there are any errors in the console that are unrelated to this PR, I either fixed them (preferred) or linked to where I reported them in Slack
• I verified there are no new alerts related to the canBeMissing param for useOnyx
• I verified proper code patterns were followed (see Reviewing the code)
  • I verified that any callback methods that were added or modified are named for what the method does and never what callback they handle (i.e. toggleReport and not onIconClick).
  • I verified that comments were added to code that is not self explanatory
  • I verified that any new or modified comments were clear, correct English, and explained "why" the code was doing something instead of only explaining "what" the code was doing.
  • I verified any copy / text shown in the product is localized by adding it to src/languages/* files and using the translation method
  • I verified all numbers, amounts, dates and phone numbers shown in the product are using the localization methods
  • I verified any copy / text that was added to the app is grammatically correct in English. It adheres to proper capitalization guidelines (note: only the first word of header/labels should be capitalized), and is either coming verbatim from figma or has been approved by marketing (in order to get marketing approval, ask the Bug Zero team member to add the Waiting for copy label to the issue)
  • I verified proper file naming conventions were followed for any new files or renamed files. All non-platform specific files are named after what they export and are not named "index.js". All platform-specific files are named for the platform the code supports as outlined in the README.
  • I verified the JSDocs style guidelines (in STYLE.md) were followed
• If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
• I verified that this PR follows the guidelines as stated in the Review Guidelines
• I verified other components that can be impacted by these changes have been tested, and I retested again (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar have been tested & I retested again)
• I verified all code is DRY (the PR doesn't include any logic written more than once, with the exception of tests)
• I verified any variables that can be defined as constants (ie. in CONST.ts or at the top of the file that uses the constant) are defined as such
• If a new component is created I verified that:
  • A similar component doesn't exist in the codebase
  • All props are defined accurately and each prop has a /** comment above it */
  • The file is named correctly
  • The component has a clear name that is non-ambiguous and the purpose of the component can be inferred from the name alone
  • The only data being stored in the state is data necessary for rendering and nothing else
  • For Class Components, any internal methods passed to components event handlers are bound to this properly so there are no scoping issues (i.e. for onClick={this.submit} the method this.submit should be bound to this in the constructor)
  • Any internal methods bound to this are necessary to be bound (i.e. avoid this.submit = this.submit.bind(this); if this.submit is never passed to a component event handler like onClick)
  • All JSX used for rendering exists in the render method
  • The component has the minimum amount of code necessary for its purpose, and it is broken down into smaller components in order to separate concerns and functions
• If any new file was added I verified that:
  • The file has a description of what it does and/or why is needed at the top of the file if the code is not self explanatory
• If a new CSS style is added I verified that:
  • A similar style doesn't already exist
  • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG)
• If the PR modifies code that runs when editing or sending messages, I tested and verified there is no unexpected behavior for all supported markdown - URLs, single line code, code blocks, quotes, headings, bold, strikethrough, and italic.
• If the PR modifies a generic component, I tested and verified that those changes do not break usages of that component in the rest of the App (i.e. if a shared library or component like Avatar is modified, I verified that Avatar is working as expected in all cases)
• If the PR modifies a component related to any of the existing Storybook stories, I tested and verified all stories for that component are still working as expected.
• If the PR modifies a component or page that can be accessed by a direct deeplink, I verified that the code functions as expected when the deeplink is used - from a logged in and logged out account.
• If the PR modifies the UI (e.g. new buttons, new UI components, changing the padding/spacing/sizing, moving components, etc) or modifies the form input styles:
  • I verified that all the inputs inside a form are aligned with each other.
  • I added Design label and/or tagged @Expensify/design so the design team can review the changes.
• If a new page is added, I verified it's using the ScrollView component to make it scrollable when more elements are added to the page.
• For any bug fix or new feature in this PR, I verified that sufficient unit tests are included to prevent regressions in this flow.
• If the main branch was merged into this PR after a review, I tested again and verified the outcome was still expected according to the Test steps.
• I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: HybridApp

Android: mWeb Chrome

iOS: HybridApp

iOS: mWeb Safari

MacOS: Chrome / Safari

[twisterdotcom]

Asking: https://expensify.slack.com/archives/C0A1VKRKEE9/p1775640647135599