From 31c3e0b6304d63ee960b41579a6ace16dc461dac Mon Sep 17 00:00:00 2001 From: Ren Jones <153645623+ren-jones@users.noreply.github.com> Date: Thu, 28 Mar 2024 15:44:24 -0500 Subject: [PATCH] Create Navigate-multiple-workspaces.md New article for using multiple workspaces --- .../Navigate-multiple-workspaces.md | 21 +++++++++++++++++++ 1 file changed, 21 insertions(+) create mode 100644 docs/articles/expensify-classic/workspaces/Navigate-multiple-workspaces.md diff --git a/docs/articles/expensify-classic/workspaces/Navigate-multiple-workspaces.md b/docs/articles/expensify-classic/workspaces/Navigate-multiple-workspaces.md new file mode 100644 index 000000000000..e89298cc0da9 --- /dev/null +++ b/docs/articles/expensify-classic/workspaces/Navigate-multiple-workspaces.md @@ -0,0 +1,21 @@ +--- +title: Navigate multiple workspaces +description: Using more than one Expensify workspace +--- +
+ +If you have have multiple workspaces (whether its an individual workspace and a group workspace or multiple group workspaces), you’ll want to +- Set a default workspace (Some domains have your default automatically set. In this case, you cannot change your default workspace). +- Select your workspace before creating an expense or report to ensure it’s posted to the correct workspace. + +# Set default workspace + +1. Hover over Settings, then click **Workspaces**. +2. Click the **Group** tab on the left. +3. To the right of the desired workspace, click **Make Default** or click the settings icon and select **Make Default**. + +# Select workspace for expenses & reports + +Click your profile image and select the workspace from the list at the bottom of the menu. If you have multiple workspaces that you use frequently, always double check that the correct workspace is selected before you create a new expense or report. + +