Update index.md

Author: maddylewis

help/ref/settings/workspaces/index.md

@@ -1,73 +1,29 @@
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 layout: product
-title: Expensify Chat
+title: Workspaces
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-# Workspaces
+# Workspaces 101
 
-Workspaces help you manage company expenses, enforce policies, and integrate with accounting software. Each workspace has its own rules, settings, and features.
+Think of a workspace as mission control for your company’s expenses. It’s where you set the rules, invite the team, and connect to your accounting tools. Each workspace runs independently, so you can keep things tidy across departments, entities, or clients.
 
-## Creating a Workspace
+## Create a new workspace
+Hit the **New workspace** button to get started. Add a name, set a default currency, and you’re ready to get started customizing the workspace settings!
 
-**To create a new workspace:**
-1. In the left-hand menu, select **Workspaces**
-2. Click **New workspace**
-3. Click **Name** to give your workspace a name
-4. Click **Default Currency** to set your preferred currency
+## Invite your team
+Add teammates to your workspace to manage expenses and approvals in one central place:
+- Members can submit and approve reports they’re assigned to.
+- Admins can approve all reports and manage workspace settings.
 
-**Your first workspace includes:**
-- Free 30-day trial
-- Access to Setup Specialist via #admins chat room
-- Help from Concierge in your Inbox
+## Automate approvals
+Toggle on **Add Approvals** under **Workflows** to set a default first approver. Create custom approval flows for individual team members if needed.
 
-## Managing Members
+## Connect your accounting system
+Link your workspace with QuickBooks Online, Xero, NetSuite, or Sage Intacct to sync expenses like a pro.
 
-**To invite team members:**
-1. Click **Members** in the left-hand menu
-2. Click **Invite member**
-3. Enter names, emails, or phone numbers
-4. Click **Next**, add an optional message, and click **Invite**
-
-**Member vs Admin roles:**
-- **Members** can submit their own reports and approve assigned reports
-- **Admins** can approve all workspace reports, view all reports, and edit workspace settings
-
-**To assign admin roles:**
-1. Select **Members** in the left-hand menu
-2. Click a member's name
-3. Click **Role** and select **Admin**
-
-## Key Features
-
-**Categories** - Organize and track expenses (imported automatically if connected to accounting software)
-
-**Approval Workflows** - Automate expense report reviews:
-- Toggle **Add Approvals** on under **Workflows**
-- Set a default first approver for all expenses
-- Create custom workflows for specific members
-
-**Accounting Integrations** - Connect to:
-- QuickBooks Online
-- Xero
-- NetSuite  
-- Sage Intacct
-
-**Additional Features** (enable via **More Features**):
-- Expensify Cards for company spending
-- Distance tracking for mileage
-- Tags for detailed expense coding
-- Company card connections
-
-## Workspace Settings
-
-Access all workspace configuration from the **Workspaces** tab:
-- **Overview** - Name, currency, description, and sharing options
-- **Members** - Invite, remove, and manage member roles
-- **Categories** - Add and organize expense categories
-- **Workflows** - Set up approval and payment processes
-- **More Features** - Enable additional workspace capabilities
+## Enhance your workspace with extra features
+Under **More Features**, enable extras like the Expensify Card, distance rates, custom categories and tags, and company card connections.
 
 ---
 
-**Tip:** Use the **Share** option on your workspace profile to get an invite link or QR code for easy member onboarding.
-
+**Tip:** If you manage multiple departments, clients, or entities, consider creating multiple workspaces. Separate workspaces can help keep settings, approvals, and payments organized and more automated.