By default, every expense entry you upload to My Expenses is private; only you can see it.
If you need someone else to manage your expenses on your behalf, you can grant them access to your workspace. Users you grant access to are referred to as grantees.
To grant access to another user:
Open My Expenses.
Click the Permissions button in the top-right corner of the page.
In the Access to my expenses pop-up, select the Organisation members you want to grant access to from the list of active users, then click Save.
The selected users can now view and interact with your expenses in their My Expenses space.
Please note: You can grant access only to users listed as Requesters in the Expense Claim workflow.
What a grantee can do
Once you have been granted access to another user's expenses, their entries appear in your My Expenses workspace alongside your own. You can switch between owners using the User filter at the top of the page.
As a grantee, you can do the following on the owner's expenses:
View, list, filter, and sort expenses
Download receipts
Inline-edit draft entries
Add expenses to an Expense Claim
Delete draft expenses
What a grantee cannot do
A grantee cannot edit or delete expenses that are already linked to an Expense Claim. Those entries are locked regardless of who is viewing them.
A grantee cannot grant a third party access to the owner's expenses; only the expense owner can manage their own permissions.
Revoking access
To remove a user's access to your expenses:
Open My Expenses and click the Permissions button.
Deselect the user from the list, then click Save.
The user will no longer see your expenses in their My Expenses workspace.