Act as a copilot
After being assigned as a Copilot, you can access the account you’ve been given Copilot permissions to via the Expensify website or the mobile app.
To switch to Copilot mode,
- Click your profile icon in the upper left side of the page.
- In the “Copilot Access” section of the dropdown, choose the account you wish to access.
The Expensify header will change to blue, and an airplane icon will appear to show that you are in copilot mode. You can return to your own account any time by clicking your profile icon and selecting Return to your account.
To switch to Copilot mode,
- Tap the menu icon in the top left.
- Tap your profile icon.
- Tap Switch to Copilot Mode and choose the account.
An airplane icon will appear to show that you are in copilot mode. To return to your own account, follow the same steps above and select Return to your account.
FAQs
Can a Copilot’s secondary login be used to forward receipts?
Yes, a Copilot can use any of the email addresses tied to their account to forward receipts into the account they are copiloting. To ensure a receipt is routed to the Expensify account you are copiloting instead of your own account, email the receipt to receipts@expensify.com with the email address of the account you are copiloting as the subject line of the email.
Can I add another copilot to an account that I’m copiloting?
No, only the original account holder can add another Copilot to their account.
