[No QA] Update help docs for Release 4: Add new Payments Admin role

[MelvinBot]

Details

Help site updates for Release 4: Add new Payments Admin role of the Scoped Admin Roles and Read-Only Auditor Access project.

The new Payments Admin role has edit access to Workflows > Payments (business bank accounts, preferred payer, and payment methods), read-only access to Overview and Members, and all other workspace editor pages hidden. Payment permissions themselves are unchanged — paying a report still depends on the relevant bank account being shared with the payer.

Articles updated

• new-expensify/workspaces/Managing-Workspace-Members.md — added Payments Admin to the workspace roles list and to the member role filter.
• new-expensify/workspaces/Workspace-Workflows.md — noted that Payments Admins can configure the Payments section and set up a payment account.
• new-expensify/wallet-and-payments/Connect-a-Business-Bank-Account.md — added Payments Admins to who can connect a business bank account to a workspace.
• new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md — added Payments Admins to who can share/receive a shared business bank account.

Related Issues

$ https://github.com/Expensify/Expensify/issues/627792

Tests / QA

• Verify the updated articles render correctly on the help site.
• Confirm role names, tab names, and settings labels match the current Expensify UI.

[sakluger]

@stephanieelliott ready for your review! This feature went live today, so we can merge immediately after approval.

[chatgpt-codex-connector]

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[chatgpt-codex-connector]

Don't document bank sharing for Payments Admins

For Wallet sharing, the Share action is only exposed when hasEligibleActiveAdminFromWorkspaces is true, and that helper calls getActiveAdminWorkspaces/getAdminEmployees, which both require CONST.POLICY.ROLE.ADMIN; the share recipient list is built from the same admin-only helper in ShareBankAccount. In a workspace where the user or intended recipient is only paymentsAdmin, this article now tells them they can share/receive a bank account even though the UI won't offer that path.

Useful? React with 👍 / 👎.

[sakluger]

@JmillsExpensify or @flodnv - Can a Payments Admin share a VBA with other Workspace/Payments Admins?

[flodnv]

I think it should be allowed, right @JmillsExpensify ? cc @ShridharGoel

[github-actions]

HelpDot Documentation Review

Overall Assessment
This PR introduces the new Payments Admin role across four existing help articles for Release 4. The changes are targeted, consistent in intent, and correctly extend role eligibility for connecting, sharing, and managing business bank accounts and Workflows payment settings. The edits integrate cleanly into the existing structure and metadata (including internalScope and keywords), which are updated appropriately.

Scores Summary

• Readability: 9/10 - Additions are clear, concise, and consistent with surrounding sentence structure. Role descriptions match the pattern of existing roles (People Admin, Card Admin).
• AI Readiness: 9/10 - internalScope and keywords metadata were correctly updated to include the new role, improving retrieval. Task-based headings and single-workflow scope are preserved. No new headings introduced, so no hierarchy risk.
• Style Compliance: 7/10 - Mostly compliant with exact UI terminology and bold formatting for sections and roles. One terminology inconsistency needs fixing (see below).

Key Findings

• Terminology inconsistency (must fix): In Connect-a-Business-Bank-Account.md, the body sentence uses Payment Admin (singular) - 'if you are a Workspace Admin or a Payment Admin' - while the internalScope, the Who can list, and every other file use Payments Admin (plural). Per HELPSITE_NAMING_CONVENTIONS.md (exact UI text, no variation), align this to Payments Admin.
• Positive: The new Payments Admin role description in Managing-Workspace-Members.md is thorough and precisely scoped (permissions, read-only areas, Control-only limitation), matching the established role-entry pattern.
• Positive: Workspace-Workflows.md note and payment-account section were updated cleanly to reflect that Payments Admins can configure the Payments section, with Submissions correctly retained as Workspace Admin only.
• Positive: The member role filter and Share-a-Business-Bank-Account.md FAQ and notes were consistently updated; generalizing to 'multiple admins' and 'eligible admin' reads well and avoids overstating.

Recommendations

• Priority: Correct 'Payment Admin' to 'Payments Admin' in the intro paragraph of Connect-a-Business-Bank-Account.md for exact UI-term consistency.
• Optional: Confirm bold formatting on the new role name in the Connect article body matches the treatment used elsewhere (roles are referenced in bold in the Members and Workflows articles).

Files Reviewed

• Connect-a-Business-Bank-Account.md - Good; one singular/plural terminology fix needed.
• Share-a-Business-Bank-Account.md - Clean and consistent.
• Managing-Workspace-Members.md - Excellent role description; compliant.
• Workspace-Workflows.md - Clear and accurate.

Note: Detailed line-by-line feedback has been provided as inline comments.

[OSBotify]

A preview of your ExpensifyHelp changes have been deployed to https://704b6837.helpdot.pages.dev ⚡️

Updated articles:

• articles/new-expensify/wallet-and-payments/Connect-a-Business-Bank-Account
• articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account
• articles/new-expensify/workspaces/Managing-Workspace-Members
• articles/new-expensify/workspaces/Workspace-Workflows

[OSBotify]

🚀 Deployed to staging by https://github.com/stephanieelliott in version: 9.4.33-0 🚀

platform	result
🕸 web 🕸	success ✅
🤖 android 🤖	success ✅
🍎 iOS 🍎	cancelled 🔪