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Original file line number Diff line number Diff line change
Expand Up @@ -95,7 +95,8 @@ From Account, you can manage:
- **Wallet** to manage bank accounts and linked credit cards
- **Expense rules** to create and edit personal expense rules
- **Preferences** to update app settings
- **Security** to manage security options and Copilot delegated access
- **Copilot** to manage Copilot delegated access
- **Security** to manage security options

You can also access:
- **Help** to access help and support resources, including support contacts
Expand Down
55 changes: 29 additions & 26 deletions docs/articles/new-expensify/settings/Copilot-Access.md
Original file line number Diff line number Diff line change
Expand Up @@ -2,15 +2,18 @@
title: Copilot Access
description: How to add a Copilot or act as a Copilot for delegated account access
keywords: [New Expensify, copilot, copilot access, delegated access, switch accounts, expense management, account assistant, view user account, expense forwarding, full access, limited access, account delegation, share account, behalf of, proxy access]
internalScope: Audience is all Expensify members. Covers how to add, remove, update, and navigate as a Copilot. Does not cover troubleshooting or instructions for taking actions outside of Copilot management.
---

# Copilot Access

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.

---

# What Can a Copilot Do?
## What can a Copilot do?

Copilots can access another users Expensify account to:
Copilots can access another user's Expensify account to:

- View all expenses and chats
- Submit and manage expenses on behalf of the account owner
Expand All @@ -21,55 +24,56 @@ Copilots can access another user’s Expensify account to:

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

-
---

# Add a Copilot
## How to add a Copilot

To grant someone access to your account:

1. In the navigation tabs (on the left on web, and at the bottom on mobile), click **Account > Security**.
2. In the **Copilot: Delegated Access** section, click **Add Copilot**.
1. In the navigation tabs (on the left on web, and at the bottom on mobile), click **Account > Copilot**.
2. Click **Add a copilot to your account**.
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, holds, retractions, and reopens.
5. Click **Add Copilot**.

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

---

# Remove or Change a Copilot’s Access
## How to remove a Copilot

To **remove a Copilot**:

1. In the navigation tabs (on the left on web, and at the bottom on mobile), click **Account > Security**.
2. In the **Copilot: Delegated Access** section, click the **three-dot menu** next to their name.
1. In the navigation tabs (on the left on web, and at the bottom on mobile), click **Account > Copilot**.
2. In the **These members can access your account** section, click the three dots **(⋮)** next to their name.
3. Select **Remove Copilot**, then confirm.

---

## How to change a Copilot's access

To **change a Copilot's access level**:

1. In the navigation tabs (on the left on web, and at the bottom on mobile), click **Account > Security**.
2. In the **Copilot: Delegated Access** section, click the **three-dot menu** next to their name.
1. In the navigation tabs (on the left on web, and at the bottom on mobile), click **Account > Copilot**.
2. In the **These members can access your account** section, click the three dots **(⋮)** next to their name.
3. Choose **Change Access Level**.
4. Select **Full Access** or **Limited Access** and confirm your choice.

---

# Switch to a Copilot Account
## How to switch to a Copilot account

If you've been added as a Copilot, you can switch into the other users account easily.
If you've been added as a Copilot, you can switch into the other user's account from the Copilot page.

1. Navigate to the **Account** tab
2. Click your name or profile icon to access a drop-down that lists the accounts you have Copilot access to
3. Select the account you want to access
1. In the navigation tabs (on the left on web, and at the bottom on mobile), click **Account > Copilot**.
Comment thread
stephanieelliott marked this conversation as resolved.
2. In the **You can access these accounts** section, click **Switch** next to the account you want to access.

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

---

# Forward Receipts as a Copilot
## How to forward receipts as a Copilot

To send a receipt to the account you support:

Expand All @@ -82,15 +86,14 @@ This routes the receipt to their account automatically.

# FAQ

## Can a Copilot Add or Remove Other Copilots?
## Can a Copilot add or remove other copilots?

No. Copilots cant add or remove others. Only the account owner can manage Copilots, though a Copilot can remove themselves.
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?
## How are Copilot actions tracked?

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

## Can I Have Multiple Copilots?
## Can I have multiple Copilots?

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

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