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[No QA] Docs updates for E/A#103652 Add Join my company workspace onboarding option #103991

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stephanieelliott merged 2 commits into from
Oct 19, 2026
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[No QA] Docs updates for E/A#103652 Add Join my company workspace onboarding option #103991

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Docs: add Join my company workspace onboarding option
MelvinBot Oct 14, 2026
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Merge branch 'main' into claude-docsJoinCompanyWorkspaceOnboarding
garrettmknight Oct 19, 2026
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8 changes: 7 additions & 1 deletion docs/articles/new-expensify/getting-started/Join-your-company's-workspace.md
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Expand Up @@ -19,7 +19,13 @@ Ask one of your company's Expensify workspace admins to send you an invite using

Now, check your email inbox for the invite to join your company's workspace. If you don't see it, check your **Spam** and **Archive** folders.

If you're signing up without an invite, select **Join my company workspace** when asked **What do you want to do today?** After you add and verify your work email, Expensify shows the workspaces at your company that you can join. Click **Join now**, or **Ask to join** if the workspace needs admin approval.
If you're creating your Expensify account, you can also find your company's workspace yourself:

1. When asked **What do you want to do today?**, choose **Join my company workspace**.

@github-actions github-actions Bot Oct 19, 2026

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Naming violation (select vs choose): Use select here, not choose. Per HELPSITE_NAMING_CONVENTIONS.md, choose is only for deciding between options; activating a UI element/option like Join my company workspace should use select. Suggest: "select Join my company workspace".

2. If prompted, add your work email and enter the code sent to it.
3. Select **Join now** next to your company's workspace, or **Ask to join** if it needs admin approval.

If you select **Skip** during these steps, Concierge sends you a task so you can finish later.

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2 changes: 1 addition & 1 deletion docs/articles/new-expensify/getting-started/Troubleshoot-Adding-Your-Work-Email.md
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Expand Up @@ -83,7 +83,7 @@ No. Adding a work email is optional. On the **What’s your work email?** form,

## Can I try a different work email on the same account?

Yes, while the work email step is still open. If the message appears under the field, correct the address and click **Add work email** again. Once you click **Skip** or **Got it**, the step doesn’t appear again — add the address you want as a contact method after setup instead.
Yes, while the work email step is still open. If the message appears under the field, correct the address and click **Add work email** again. Once you click **Skip** or **Got it**, the step only appears again if you choose **Join my company workspace** during setup or open the **Add your work email** task from Concierge. Otherwise, add the address you want as a contact method after setup instead.

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Naming violations in modified line: Per HELPSITE_NAMING_CONVENTIONS.md, do not use click — use select (e.g., "select Add work email", "select Skip or Got it"). Also choose **Join my company workspace** should be select since it activates a UI option, not a decision between options.


## Can I merge the existing account into my new account instead?

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