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?

Copilots can access another user’s Expensify account to:

• View all expenses and chats
• Submit and manage expenses on behalf of the account owner
• Approve and reimburse reports
• Access domain and workspace settings

Copilots cannot:

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

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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 > 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 doesn’t have an Expensify account. They’ll receive an invite to create one.

How to remove a Copilot

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 > 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.

How to switch to a Copilot account

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

1. In the navigation tabs (on the left on web, and at the bottom on mobile), click Account > Copilot.
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.

How to forward receipts as a Copilot

To send a receipt to the account you support:

1. Forward the email to receipts@expensify.com.
2. In the subject line, include the email address of the user you’re a Copilot for.

This routes the receipt to their account automatically.

FAQ

Can a Copilot add or remove other copilots?

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?

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

Can I have multiple Copilots?

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