Act as a Copilot
Act as a Copilot
If another member grants you Copilot access, you can access their Expensify account and perform actions on their behalf without needing their login credentials. Copilot access provides delegated account access while keeping login credentials private.
If you want to grant another member access to your Expensify account, learn how to manage Copilot access.
Who can act as a Copilot
Any member who has been granted Copilot access by another Expensify member can act as a Copilot.
The actions you can perform depend on the access level assigned to you.
What you can do as a Copilot
As a Copilot, you can access another member’s Expensify account without needing their login credentials.
Depending on the access level assigned to you, you may be able to:
- View expenses
- Create and submit expenses
- Review reports
- Update account, workspace, and domain settings
- Forward receipts to the account owner’s account
Some actions may be restricted if you’ve been granted Limited Access.
How to switch to a Copilot account
On web:
- In the navigation tabs on the left, click your profile icon.
- In the Copilot access section, choose the account you want to access.
On mobile:
- In the top-left corner, tap the hamburger menu.
- Tap your profile icon.
- Tap Switch to Copilot Mode.
- Tap the account you want to access.
How to forward receipts as a Copilot
- Forward the receipt email to receipts@expensify.com.
- Include the account owner’s email address in the subject line.
The receipt is automatically routed to the account owner’s account.
What happens after you switch to a Copilot account
When acting as a Copilot:
- You’ll see the expenses, reports, and settings that belong to the account you’re supporting, based on the permissions you’ve been granted.
- Actions you perform are labeled as being completed on behalf of the account owner.
- Some actions may be unavailable if you’ve been granted Limited Access.
- You can return to your own account at any time by switching accounts again.
Note: If a Copilot performs billable activity in your account, both the Copilot and the account owner count as active members.
Learn about billable activity and how active members are defined.
FAQ
Can I access multiple accounts as a Copilot?
Yes. If multiple members grant you Copilot access, you can switch between those accounts from your account switcher.
How do I know I’m acting as a Copilot?
A dual-avatar indicator appears in the bottom-left corner when you’re viewing another member’s account as a Copilot.
Why can’t I perform certain actions?
The account owner may have assigned you Limited Access, which restricts certain approval and payment actions.
What are the different Copilot access levels?
The account owner chooses your Copilot access level when granting access.
- Full Access allows you to perform all available actions in the account.
- Limited Access allows you to manage expenses and reports but restricts approval and payment-related actions, including approvals, payments, rejections, holds, retractions, and reopens.
If you need additional permissions, contact the account owner and ask them to update your Copilot access level.
How are Copilot actions tracked?
Actions performed as a Copilot are labeled as being completed on behalf of the account owner.
