From 7bb191f82a0bf59e354f2965c3ed922cbb8d5845 Mon Sep 17 00:00:00 2001 From: "Shridhar Goel (via MelvinBot)" Date: Wed, 24 Jun 2026 19:42:51 +0000 Subject: [PATCH 1/2] Docs: clarify card admins cannot invite non-members when assigning cards Co-authored-by: Shridhar Goel --- .../connect-credit-cards/Assign-Company-Cards.md | 5 ++++- 1 file changed, 4 insertions(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/connect-credit-cards/Assign-Company-Cards.md b/docs/articles/new-expensify/connect-credit-cards/Assign-Company-Cards.md index 5de6605849e1..e94b2c5d2745 100644 --- a/docs/articles/new-expensify/connect-credit-cards/Assign-Company-Cards.md +++ b/docs/articles/new-expensify/connect-credit-cards/Assign-Company-Cards.md @@ -45,7 +45,10 @@ If you haven’t set up a feed yet, learn how to set one up: ## Can I assign a company card to someone who is not a member of the Workspace? -You can enter any name, email address, or phone number when assigning a company card. However, only Workspace members can have company cards assigned to them. If the assignee is not yet a Workspace member, you can invite them while assigning the card. +Only Workspace members can have company cards assigned to them, so it depends on your role: + + - **Workspace Admins** can enter any name, email address, or phone number. If the assignee is not yet a Workspace member, you can invite them while assigning the card. + - **Card Admins** can only assign company cards to people who are already Workspace members. If you search for someone who is not a member, no result appears and you cannot invite them from the assignment flow. Ask a Workspace Admin to invite the person to the Workspace first, then assign the card. ## Can I assign multiple company cards to one member? From 268c835f57954906dc5c2e4304da47fb9378c950 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Wed, 1 Jul 2026 10:34:51 -1000 Subject: [PATCH 2/2] Apply suggestions from code review Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com> --- .../connect-credit-cards/Assign-Company-Cards.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/articles/new-expensify/connect-credit-cards/Assign-Company-Cards.md b/docs/articles/new-expensify/connect-credit-cards/Assign-Company-Cards.md index e94b2c5d2745..c3d782114aff 100644 --- a/docs/articles/new-expensify/connect-credit-cards/Assign-Company-Cards.md +++ b/docs/articles/new-expensify/connect-credit-cards/Assign-Company-Cards.md @@ -47,8 +47,8 @@ If you haven’t set up a feed yet, learn how to set one up: Only Workspace members can have company cards assigned to them, so it depends on your role: - - **Workspace Admins** can enter any name, email address, or phone number. If the assignee is not yet a Workspace member, you can invite them while assigning the card. - - **Card Admins** can only assign company cards to people who are already Workspace members. If you search for someone who is not a member, no result appears and you cannot invite them from the assignment flow. Ask a Workspace Admin to invite the person to the Workspace first, then assign the card. +- **Workspace Admins** can enter any name, email address, or phone number. If the assignee is not yet a Workspace member, you can invite them while assigning the card. +- **Card Admins** can only assign company cards to people who are already Workspace members. If you search for someone who is not a member, no result appears and you cannot invite them from the assignment flow. Ask a Workspace Admin to invite the person to the Workspace first, then assign the card. ## Can I assign multiple company cards to one member?