You’ve finished implementing Expensify across your entire company when your boss walks in and tells you that you will need to have more control with the users under your company’s Expensify account… You might be thinking to yourself at this point, “How am I going to do that?!?” Don’t worry; we’ve got you covered!
We have this amazing feature called Domain Control to help make everyone on your team happy (including your boss!). Domain Control enables you to manage user accounts that are part of your company’s divisions. With a domain under your control, you’re able to:
- require strict enforcement of rules,
- disable select features
- delete user accounts
Disclaimer: These abilities are powerful, use them wisely!
Before you get started, make sure that you are on the Corporate Plan. If you’re not, then just click here and upgrade. Next, head over to your Settings page, and click the Domain Control tab to the left. This is where you will add your domain.
You will then need to verify ownership of this domain before continuing. You may need to consult your organization’s IT department to complete the verification process… so make sure you get them a cup of coffee before you ask.
You have two very simple methods to verify your domain: Host a File or Add a DNS record.
Once your domain is verified you will now be in control!
With Domain Control, you will have the ability to create and monitor what we call Permission Groups. Permission Groups are an easy way to group your employees, and let you monitor what they are able to do or not do within Expensify. You can give the Permission Groups you have created any combination of the enforcements/restrictions we have made:
Once you have created all the Permission Groups needed for your company, you can begin to Add Domain Members (read as: this is where you add your employees).
You will use their email address to identify who each of your co-workers are. Once they are added, you will be able to declare what Permission Group they belong to, as well as who is an Administrator.
Don’t worry, you will be able to go back and edit these fields whenever you would like to, provided you are still the admin!
You can learn about this and more by visiting our help section at https://www.expensify.com/help or email Omar@Expensify.com!
Awesome sharing by you and this is true i will must come here again big hand thanks for sharing):
thanks , so usefull
Happy to hear that! Hope you’re still loving Expensify.