[MelvinBot]

Explanation of Change

Per the product decision confirmed in Expensify/App#93070, Limited Access Copilots are now allowed to retract (and reopen) reports they've submitted. That PR reverted the change which had blocked Limited Access Copilots from using Retract/Reopen.

This updates the Copilot Access help article so the documented Limited Access exclusions match the current product behavior — removing "retractions, and reopens" from the list of excluded actions.

Fixed Issues

$ #75166
PROPOSAL:

Tests

// TODO: The human co-author must fill out the tests you ran before marking this PR as "ready for review"
// Please describe what tests you performed that validates your changed worked.

• Verify that no errors appear in the JS console

Offline tests

N/A — documentation-only change.

QA Steps

// TODO: The human co-author must fill out the QA tests you ran before marking this PR as "ready for review".

• Verify that no errors appear in the JS console

PR Author Checklist

• I linked the correct issue in the ### Fixed Issues section above

Screenshots/Videos

N/A — documentation-only change.

[OSBotify]

A preview of your ExpensifyHelp changes have been deployed to https://58cea7cc.helpdot.pages.dev ⚡️

Updated articles:

• articles/new-expensify/settings/Copilot-Access

[melvin-bot]

Concierge reviewer checklist:

• I have verified the accuracy of the article
  • The article is within a hub that makes sense, and the navigation is correct
  • All processes, screenshots, and examples align with current product behavior.
  • All links within the doc have been verified for correct destination and functionality.
• I have verified the readability of the article
  • The article's language is clear, concise, and free of jargon.
  • The grammar, spelling, and punctuation are correct.
  • The article contains at least one image, or that an image is not necessary
• I have verified the formatting of the article
  • The article has consistent formatting (headings, bullet points, etc.) with other HelpDot articles and that aligns with the HelpDot formatting standards.
  • The article has proper text spacing and breaks for readability.
• I have verified the article has the appropriate tone and style
  • The article's tone is professional, friendly, and suitable for the target audience.
  • The article's tone, terminology, and voice are consistent throughout.
• I have verified the overall quality of the article
  • The article is not missing any information, nor does it contain redundant information.
  • The article fully addresses user needs.
• I have verified that all requested improvements have been addressed

For more detailed instructions on completing this checklist, see How do I review a HelpDot PR as a Concierge Team member?

cc @muttmuure

[melvin-bot]

@aimane-chnaif @muttmuure One of you needs to copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

[greg-schroeder]

Discussion in #product here: https://expensify.slack.com/archives/C03U7DCU4/p1781011657811579

[github-actions]

HelpDot Documentation Review

Overall Assessment

This PR makes a single, narrowly scoped content correction: removing "retractions, and reopens" from the Limited Access copilot description. The change itself is clean and improves accuracy by aligning the documentation with current product behavior.

Scores Summary

• Readability: 9/10 - The revised line reads naturally. The serial comma is correctly placed ("approvals, payments, rejections, and holds"), and the sentence remains scannable within the bulleted sub-step.
• AI Readiness: 8/10 - The change does not introduce any AI retrieval issues. The terms removed were product-specific actions, and the remaining list is clear and unambiguous for semantic search. (Minor: the file as a whole is missing internalScope in its YAML frontmatter, which is required per governance, but that is a pre-existing issue outside this diff.)
• Style Compliance: 9/10 - The modified line follows naming conventions correctly: access levels are bolded, descriptions use exact terminology, and formatting is consistent with the surrounding content.

Key Findings

• The content change is accurate and well-formed. No new governance violations are introduced by this diff.
• The removed terms ("retractions" and "reopens") appear to no longer be relevant Limited Access restrictions, making this a necessary factual correction.
• Pre-existing issues in the file (not introduced by this PR) include: multiple # headings used for sections beyond the title and FAQ, missing internalScope metadata, "three-dot menu" instead of the required "three dots (⋮)" format, and absence of a ## How to heading. These are worth addressing in a follow-up PR but are outside the scope of this review.

Recommendations

• No changes required for this diff -- it is ready to merge from a documentation standards perspective.
• Consider a follow-up PR to bring the full file into compliance with current governance rules (heading hierarchy, metadata, three-dots formatting).

Files Reviewed

• docs/articles/new-expensify/settings/Copilot-Access.md -- Single-line content correction; no new issues introduced.

[OSBotify]

🚀 Deployed to staging by https://github.com/stephanieelliott in version: 9.4.16-1 🚀

platform	result
🕸 web 🕸	success ✅
🤖 android 🤖	success ✅
🍎 iOS 🍎	success ✅

Bundle Size Analysis (Sentry):

• Android
• iOS

[OSBotify]

🚀 Deployed to production by https://github.com/blimpich in version: 9.4.16-5 🚀

platform	result
🕸 web 🕸	success ✅
🤖 android 🤖	success ✅
🍎 iOS 🍎	success ✅