[No QA] Docs updates for E/A#89422 Update Copilot help docs for top-level menu

[MelvinBot]

Summary

• Updates Copilot-Access.md navigation paths from Account > Security to Account > Copilot to reflect Copilot becoming a dedicated top-level menu item
• Updates the "Switch to a Copilot Account" section to document the new inline Switch button on the Copilot page (replacing the avatar account-switcher flow)
• Updates section references from "Copilot: Delegated Access" to the new card titles ("These members can access your account", "You can access these accounts")
• Updates three-dot menu references to use the correct (⋮) format per naming conventions
• Updates Navigating-New-Expensify.md to list Copilot as its own item under the Account tab, separate from Security

Related PR: #89422

Test plan

• Verify all navigation paths in Copilot-Access.md reference Account > Copilot (not Account > Security)
• Verify the "Switch to a Copilot Account" section describes the inline Switch button on the Copilot page
• Verify Navigating-New-Expensify.md lists Copilot as a separate item from Security under Account
• Verify three-dot menu references use the (⋮) format

[github-actions]

HelpDot Documentation Review

Overall Assessment

This PR updates Copilot help documentation to reflect a UI change: Copilot settings have moved from Account > Security to a dedicated Account > Copilot top-level menu item. The changes are well-scoped, accurate, and include several incidental quality improvements (smart quote cleanup, three-dot menu formatting). The PR correctly updates navigation paths, button labels, and section references to match the new UI.

Scores Summary

• Readability: 9/10 - Steps are clear, sequential, and action-oriented. The rewritten "Switch to a Copilot Account" steps are a meaningful improvement over the vague originals. All changes maintain good scannability.
• AI Readiness: 7/10 - The changes themselves are solid, but the article still lacks internalScope in its YAML frontmatter (a pre-existing gap, not introduced by this PR). The diff does not add or worsen any AI readiness issues.
• Style Compliance: 9/10 - The PR improves compliance in several areas: the three-dot menu references are corrected from the **three-dot menu** to the three dots **(⋮)**, matching governance exactly. Smart/curly quotes are replaced with straight quotes throughout. UI labels appear to match the new product UI.

Key Findings

Positive changes:

• Three-dot menu references now correctly follow governance format: the three dots **(⋮)** with bold symbol in parentheses. This fixes a pre-existing violation.
• Curly/smart quotes (e.g., user\u2019s, you\u2019ve, \u201Con behalf of\u201D) are replaced with straight quotes throughout -- a welcome cleanup.
• The "Switch to a Copilot Account" section is rewritten from vague instructions ("Click your name or profile icon to access a drop-down") to specific, actionable steps ("click Switch next to the account you want to access").
• The Navigating-New-Expensify.md update correctly separates Copilot and Security into distinct bullet points.

Pre-existing issues (not introduced by this PR, noted for awareness):

• The article uses multiple # headings for content sections (e.g., # What Can a Copilot Do?, # How to Add a Copilot). Per governance, only one # heading (the title) plus # FAQ are allowed; all other sections should use ##.
• YAML frontmatter is missing internalScope, which is required by HELP_AUTHORING_GUIDELINES.md Section 3.
• Navigation phrasing uses "at the bottom on mobile" instead of the governance-specified "on the bottom on mobile". This phrasing is pre-existing and carried forward in the changed lines.

Recommendations

1. (Optional, out of scope) Consider a follow-up PR to demote content section headings from # to ## and add the missing internalScope YAML field. These are pre-existing issues unrelated to this PR's purpose.
2. (Minor) The navigation parenthetical in the changed lines reads "at the bottom on mobile" -- governance specifies "on the bottom on mobile". Since this phrasing is pre-existing, it could be corrected opportunistically in the lines already being touched, but this is a very minor point.

Files Reviewed

• docs/articles/new-expensify/getting-started/Navigating-New-Expensify.md -- Clean update separating Copilot and Security into distinct menu items. No issues.
• docs/articles/new-expensify/settings/Copilot-Access.md -- Navigation paths, button labels, section references, and three-dot menu formatting all updated correctly. Smart quote cleanup is a nice bonus.

This review assessed only the proposed changes in the PR diff. Pre-existing issues are noted for awareness but did not affect scoring.

[github-actions]

Heading hierarchy violation: Per HELP_AUTHORING_GUIDELINES.md Section 4, an article may have exactly one # heading (the article title) plus an optional # FAQ. All other sections must use ##. This heading — and the other # headings in this file (# What Can a Copilot Do?, # Add a Copilot, # Switch to a Copilot Account, # Forward Receipts as a Copilot) — should be demoted to ##.

This is a pre-existing issue, but since this line is being modified it is a good opportunity to fix it across the file.

[OSBotify]

A preview of your ExpensifyHelp changes have been deployed to https://90ac4ce6.helpdot.pages.dev ⚡️

Updated articles:

• articles/new-expensify/getting-started/Navigating-New-Expensify
• articles/new-expensify/settings/Copilot-Access