From a3633fa825c183c10c7a64f06f3726b0f7273b24 Mon Sep 17 00:00:00 2001 From: "cretadn22 (via MelvinBot)" Date: Tue, 19 May 2026 22:16:48 +0000 Subject: [PATCH] Docs: update Change workspace permissions for submitters Submitters can only change workspace on Draft reports, not submitted ones. This reflects the code change in E/A#90796. Co-authored-by: cretadn22 --- .../reports-and-expenses/Expense-and-Report-Actions.md | 6 ++++-- 1 file changed, 4 insertions(+), 2 deletions(-) diff --git a/docs/articles/new-expensify/reports-and-expenses/Expense-and-Report-Actions.md b/docs/articles/new-expensify/reports-and-expenses/Expense-and-Report-Actions.md index 4cd8218d2aec..72451abb84ba 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Expense-and-Report-Actions.md +++ b/docs/articles/new-expensify/reports-and-expenses/Expense-and-Report-Actions.md @@ -116,7 +116,8 @@ Use this guide to understand: | **Action** | **When It Appears** | **Who Can Use It** | **What It Does** | |------------|---------------------|---------------------|------------------| | **Hold** | Draft, Outstanding, or Approved reports | Submitter, approver, Workspace Admin | Prevents expenses from moving forward | -| **Change workspace** | Before export | Submitter, approver, Workspace Admin | Moves the report to another workspace | +| **Change workspace** | Draft reports | Submitter | Moves the report to another workspace | +| **Change workspace** | Before export | Approver, Workspace Admin | Moves the report to another workspace | | **Change approver** | Submitted reports | Workspace Admin | Adds or bypasses approvers | | **Delete** | Draft reports only | Submitter | Permanently removes the report | | **Undelete** | Deleted expenses | Submitter | Restores a deleted expense | @@ -132,7 +133,8 @@ Use this guide to understand: | **View details** | Any report | All roles | Opens report details | | **Cancel payment** | Before payment processing | Payer | Cancels a pending payment | | **Hold** | On draft or submitted reports | Submitter, Approver, Admin | Marks individual expenses that aren’t yet ready for approval or payment | -| **Change workspace** | Before report is exported | Submitter, Approver, Admin | Moves the report to a different workspace | +| **Change workspace** | Draft reports | Submitter | Moves the report to a different workspace | +| **Change workspace** | Before report is exported | Approver, Admin | Moves the report to a different workspace | | **Change approver** | On submitted reports, before the report is final-approved | Admin | "Add Approver" allows an extra approver to be inserted into the approval workflow at the current point. "Bypass Approver" allows an admin to take control of the report approval and final approve | | **Delete** | Only on draft/unsubmitted reports | Submitter | Permanently removes the report | | **Unapprove** | After approval, before payment | Approver | Reverts the approval if the report hasn’t been re-approved or paid |