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1 | 1 | --- |
2 | 2 | title: Managing Workspace Members in New Expensify |
3 | | -description: Learn how to add, remove, and manage user roles in a New Expensify workspace. |
4 | | -keywords: [New Expensify, workspace members, add user, remove user, user roles, workspace admin, invite users] |
| 3 | +description: Learn how to add, remove, filter, and manage user roles in a New Expensify workspace. |
| 4 | +keywords: [New Expensify, workspace members, add user, remove user, user roles, workspace admin, invite users, filter members, role filter] |
5 | 5 | --- |
6 | 6 |
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7 | 7 |
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@@ -30,6 +30,24 @@ To invite someone to your workspace: |
30 | 30 |
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31 | 31 | --- |
32 | 32 |
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| 33 | +# Filter Workspace Members by Role |
| 34 | + |
| 35 | +You can filter the member list by role to quickly find specific groups of members. |
| 36 | + |
| 37 | +1. Go to **Workspaces > [Workspace Name] > Members**. |
| 38 | +2. Click the role filter dropdown at the top of the member list. |
| 39 | +3. Select one of the available roles: |
| 40 | + - **All members** – Shows all workspace members (default). |
| 41 | + - **Admins** – Shows only members with the Admin role. |
| 42 | + - **Approvers** – Shows only members who are designated approvers. |
| 43 | + - **Auditors** – Shows only members with the Auditor role (Control workspaces only). |
| 44 | + |
| 45 | +The member list updates immediately to show only members matching the selected role. You can also combine the role filter with the search bar to narrow results further. |
| 46 | + |
| 47 | +If no members match the selected filter, an empty state is displayed with the message: "No members match this filter." |
| 48 | + |
| 49 | +--- |
| 50 | + |
33 | 51 | # Remove Workspace Members |
34 | 52 |
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35 | 53 | If someone no longer needs access to your workspace, you can remove them individually or in bulk to keep your member list up to date. |
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