-
Notifications
You must be signed in to change notification settings - Fork 3.1k
Commit
This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository.
Merge pull request #39212 from ren-jones/patch-43
Create Navigate-multiple-workspaces.md
- Loading branch information
Showing
1 changed file
with
21 additions
and
0 deletions.
There are no files selected for viewing
21 changes: 21 additions & 0 deletions
21
docs/articles/expensify-classic/workspaces/Navigate-multiple-workspaces.md
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,21 @@ | ||
--- | ||
title: Navigate multiple workspaces | ||
description: Using more than one Expensify workspace | ||
--- | ||
<div id="expensify-classic" markdown="1"> | ||
|
||
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. | ||
|
||
</div> |