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Submodule Mobile-Expensify
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from 1feafc to 1e21bc
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87
docs/articles/new-expensify/travel/Track-Travel-Analytics.md
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--- | ||
title: Track Travel Analytics | ||
description: Get insight into company travel bookings to ensure real-time duty of care reporting and travel policy compliance. | ||
--- | ||
<div id="expensify-classic" markdown="1"> | ||
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Expensify Travel provides insights into company travel bookings to ensure real-time duty of care reporting and travel policy compliance. These analytics help Workspace Admins: | ||
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- See global employee locations with a real-time employee location map | ||
- Analyze travel spend based on details such as trip, traveler, or carrier | ||
- Monitor booking trends and adherence to travel policy compliance | ||
- Generate environmental, social, and governance (ESG) reporting | ||
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To view your analytics, | ||
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1. Click Travel in the left menu. | ||
2. Click **Book or Manage Travel**. | ||
3. Click the **Analytics** tab at the top of the screen. | ||
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From here, you can see a variety of reports, including the Duty of Care report, Spend, and ESG metrics. | ||
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## Duty of Care report | ||
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Duty of care is a legal obligation for employers to safeguard the health, safety, and well-being of their employees both in the office and during business trips. With Expensify’s Duty of Care analytics, you can view a global map showing real-time employee locations. | ||
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1. Click the **Analytics** tab at the top and select Travelers. | ||
2. Use the map to see employee locations. If desired, you can use the filters above the map to show past and future trips, or travel booked to specific locations. | ||
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## Spend and compliance report | ||
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Workspace Admins can analyze travel data based on a variety of trip, traveler, and compliance attributes. | ||
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1. Click the **Analytics** tab at the top and select Company Reports. | ||
2. Review the overview data, or select a specific report from the left menu. | ||
3. Click the three dot menu on the right of the screen to download the report as a PDF. | ||
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## ESG report | ||
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Expensify Travel provides various ESG metrics, including carbon footprint analysis, sustainability scores, and ethical travel spending. | ||
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1. Click the **Analytics** tab at the top and select Company Reports. | ||
2. Click **Air Manifest** in the left menu. | ||
3. Review the CO2 Emissions column in the table. | ||
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</div> | ||
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<div id="new-expensify" markdown="1"> | ||
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Expensify Travel provides insights into company travel bookings to ensure real-time duty of care reporting and travel policy compliance. These analytics help Workspace Admins: | ||
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- See global employee locations with a real-time employee location map | ||
- Analyze travel spend based on details such as trip, traveler, or carrier | ||
- Monitor booking trends and adherence to travel policy compliance | ||
- Generate environmental, social, and governance (ESG) reporting | ||
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To view your analytics, | ||
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1. Click the + icon in the bottom left menu and select **Book travel**. | ||
2. Click **Book Travel**. | ||
3. Click the **Analytics** tab at the top of the screen. | ||
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From here, you can see a variety of reports, including the Duty of Care report, Spend, and ESG metrics. | ||
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## Duty of Care report | ||
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Duty of care is a legal obligation for employers to safeguard the health, safety, and well-being of their employees both in the office and during business trips. With Expensify’s Duty of Care analytics, you can view a global map showing real-time employee locations. | ||
|
||
1. Click the **Analytics** tab at the top and select Travelers. | ||
2. Use the map to see employee locations. If desired, you can use the filters above the map to show past and future trips, or travel booked to specific locations. | ||
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## Spend and compliance report | ||
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Workspace Admins can analyze travel data based on a variety of trip, traveler, and compliance attributes. | ||
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1. Click the **Analytics** tab at the top and select Company Reports. | ||
2. Review the overview data, or select a specific report from the left menu. | ||
3. Click the three dot menu on the right of the screen to download the report as a PDF. | ||
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## ESG report | ||
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Expensify Travel provides various ESG metrics, including carbon footprint analysis, sustainability scores, and ethical travel spending. | ||
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1. Click the **Analytics** tab at the top and select Company Reports. | ||
2. Click **Air Manifest** in the left menu. | ||
3. Review the CO2 Emissions column in the table. | ||
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</div> |
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docs/articles/new-expensify/workspaces/Managing-Workspace-Members.md
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--- | ||
title: Managing Workspace Members in New Expensify | ||
description: Learn how to add, remove, and manage user roles in a New Expensify Workspace. | ||
--- | ||
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# Managing Workspace Members in New Expensify | ||
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Managing users in a New Expensify Workspace is essential for maintaining efficient expense tracking and ensuring the right individuals have appropriate access. This guide covers how to add, remove, and update user roles to streamline Workspace management. | ||
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## Overview | ||
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Managing users in a New Expensify Workspace allows administrators to control access, assign roles, and ensure the right individuals can submit and approve expenses efficiently. | ||
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### Key Advantages | ||
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- **Seamless user management** – Easily add, remove, or modify user roles. | ||
- **Role-based permissions** – Assign different access levels to users for better control. | ||
- **Efficient expense tracking** – Ensure only authorized users can interact with Workspace expenses. | ||
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## What Is a Workspace User? | ||
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A Workspace user is anyone added to a New Expensify Workspace. Their assigned role determines their permissions: | ||
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- **Member** – Users who submit and/or approve expenses. | ||
- **Admin** – Users responsible for managing users, roles, and Workspace settings. | ||
- **Auditor** – Users who need to review and comment on expense reports. | ||
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## How Do I Invite Users to a Workspace? | ||
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To add users to your Workspace: | ||
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1. From the **Workspace** view, press **Members** on the left. | ||
2. Press **Invite Member**. | ||
3. Use the search field to find the individual by name, email, or phone number. (You can select multiple people.) | ||
4. Click **Next**. | ||
5. *(Optional)* Click **Role** to change the user’s role type from the default (which is set to **Member**). | ||
6. *(Optional)* Enter a custom message into the **Message** field. | ||
7. Click **Invite**. | ||
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**Note:** You can also invite members from the Workspace’s **Profile** page by pressing **Share** to share the Workspace’s URL or QR code. | ||
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## How Do I Remove a User From a Workspace? | ||
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### Method One - Removing Members Individually | ||
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1. From the **Workspace** view, press **Members** on the left. | ||
2. Click the member you want to remove. | ||
3. Click **Remove from Workspace** on the right panel. | ||
4. Confirm the removal by pressing **Remove** on the pop-up message. | ||
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### Method Two - Removing Multiple Workspace Members at Once | ||
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1. From the **Workspace** view, press **Members** on the left. | ||
2. Select the checkbox next to each member you want to remove. | ||
3. Click the **green dropdown arrow** on the top right. | ||
4. Select **Remove Member/s**. | ||
5. Confirm the removal by pressing **Remove** on the pop-up message. | ||
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## How Do I Change a User's Role in a Workspace? | ||
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To change an existing user’s role: | ||
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1. From the **Workspace** view, press **Members** on the left. | ||
2. Click the member whose role you want to update. | ||
3. Click **Roles** on the right-hand panel. | ||
4. Select the new role for the user. | ||
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## How do I change the Workspace Owner? | ||
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To change the ownership of a workspace: | ||
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1. From the Workspace view, press Members on the left. | ||
2. Click the member with the “Owner” tag next to their name. | ||
3. Click Transfer Owner on the right-hand panel. | ||
4. Click Continue. | ||
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# FAQ | ||
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## Why Can't I Invite a New User? | ||
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If you are unable to invite a new user, check the following: | ||
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- You must be an **Admin** to add new users. | ||
- The email address entered must be valid and properly formatted. | ||
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## Can I Invite Multiple Users at Once? | ||
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Yes! To invite multiple users at once, you can: | ||
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- Use the search field to select multiple people (covered in detail in the **How do I invite users to a Workspace?** section). | ||
- Upload them via spreadsheet: | ||
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1. From the **Workspace** view, press **Members** on the left. | ||
2. Click the **three vertical dots** on the top right. | ||
3. Select **Import via Spreadsheet**. | ||
4. Drag and drop your spreadsheet into the right-hand panel or press **Upload File** to select your file for upload. | ||
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**Note:** You can use the **[spreadsheet import template](https://docs.google.com/spreadsheets/d/19fjknN-KOS74RjXDccXZGUNTm-utdV7Gvveo5EyrJLE/edit?gid=0#gid=0)** for formatting. |
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