From 6648d095005e6fc8d3c34d454d543e84064cf2dc Mon Sep 17 00:00:00 2001 From: "Shridhar Goel (via MelvinBot)" Date: Fri, 5 Jun 2026 18:20:03 +0000 Subject: [PATCH] Docs: document Auditor read-only access to workspace settings Co-authored-by: Shridhar Goel --- .../new-expensify/workspaces/Managing-Workspace-Members.md | 6 +++++- 1 file changed, 5 insertions(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/workspaces/Managing-Workspace-Members.md b/docs/articles/new-expensify/workspaces/Managing-Workspace-Members.md index c7aa49b892a8..c0a71aa9553b 100644 --- a/docs/articles/new-expensify/workspaces/Managing-Workspace-Members.md +++ b/docs/articles/new-expensify/workspaces/Managing-Workspace-Members.md @@ -11,7 +11,7 @@ A **Workspace member** is anyone added to a workspace with one of the following - **Member** – Can submit and/or approve expenses. - **Admin** – Can manage members, roles, workflows, and settings. -- **Auditor** – Can view and comment on reports but cannot make changes. +- **Auditor** – Can view and comment on reports, and view enabled workspace settings in read-only mode, but cannot make changes. Available on Control workspaces only. --- @@ -116,3 +116,7 @@ You must be a **Workspace Admin**, and the email or phone number of the individu Yes. Use the search tool during invite or import members using a spreadsheet (see the **Invite Multiple Members via Spreadsheet** section above. +## What can an Auditor view in a workspace? + +On **Control** workspaces, Auditors have read-only access to the workspace settings they're allowed to see. They can open pages such as **Categories**, **Tags**, **Taxes**, **Distance rates**, **Per diem**, **Report fields**, and **Accounting**, and click into individual rows to review the details. Editing controls — including toggles, edit fields, delete actions, and connection or setup buttons — are disabled or hidden. If an Auditor tries to make a change, a **Not so fast...** message appears explaining that their workspace role can view these settings but can't edit them. +