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* main: (433 commits) Update redirects.csv Update and rename Change-or-add-email-address.md to Managing-Primary-and-Secondary-Logins-in-Expensify.md lint fix type update webpack configuration to use minified pdf.worker file adding check if FS is initialized before trying to shut it down lint failed add tests Use different numbers Update the isCustom param type and add more tests Update the custom feed method Update Mobile-Expensify to 9.0.89-5 Update version to 9.0.89-5 adding new mock method Update Mobile-Expensify to 9.0.89-4 Update version to 9.0.89-4 Update redirects.csv Update Mobile-Expensify to 9.0.89-3 Update version to 9.0.89-3 make includeSelfDM param conditional ... # Conflicts: # Mobile-Expensify
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--- | ||
name: 'Tooltips Template' | ||
about: Create this issue when adding a new tooltip to New Expensify | ||
labels: Daily, Design, WaitingForCopy | ||
title: 'Tooltips Template' | ||
--- | ||
Refer to https://stackoverflowteams.com/c/expensify/questions/20762 for the full process to add a tooltip. | ||
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### Problem | ||
Enter the problem that currently exists without the tooltip. | ||
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### Solution | ||
Enter the solution that implementing the tooltip will achieve. | ||
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### What is the purpose of the tooltip? | ||
Enter the purpose. | ||
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### How should the tooltip look | ||
Add the Figma Mock Up that Design builds. | ||
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### Condition | ||
We should show this tooltip to: | ||
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### Decide the prioritisation | ||
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Priority score: | ||
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NOTE: Only one tooltip is shown at a time. |
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Submodule Mobile-Expensify
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docs/articles/expensify-classic/settings/Change-or-add-email-address.md
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...xpensify-classic/settings/Managing-Primary-and-Secondary-Logins-in-Expensify.md
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--- | ||
title: Managing Primary and Secondary Logins in Expensify | ||
description: Learn how to update or add an email address to your Expensify Classic account with this step-by-step guide. | ||
--- | ||
<div id="expensify-classic" markdown="1"> | ||
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Your **primary email address** on Expensify is used for receiving all notifications and updates. Adding a **secondary email address** enables you to: | ||
- Change your primary email to a new email. | ||
- Connect a personal email as a secondary login when your primary email is employer-provided. This ensures continued account access if your employment changes. | ||
- Log in to your Expensify account using either your primary or secondary email address. | ||
- SmartScan receipts by sending them to receipts@expensify.com from your secondary login. | ||
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**Important:** Before removing your primary email, add and make another email the primary. Emails must be added as a secondary login first. | ||
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--- | ||
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# Adding a Secondary Login | ||
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⚠️ **This process is only available on the Expensify website, not the mobile app.** | ||
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1. Go to **Settings** > **Account**. | ||
2. Under **Account Details**, find **Secondary Logins**, and click **Add Secondary Login**. | ||
3. Enter the email address or phone number you want to use. | ||
- For phone numbers, include the international code if applicable. | ||
4. Check your email or text messages for a verification Magic Code and enter it in the required field. | ||
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--- | ||
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# Changing Your Primary Login | ||
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If you have multiple email addresses linked to your account, follow these steps to change your primary login: | ||
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1. Navigate to **Settings** > **Account** > **Secondary Logins**. | ||
2. Click **Make Primary** next to the desired email address. | ||
3. *(Optional)* To remove the old email address, click **Remove** next to it. | ||
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--- | ||
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# Unlinking an Email from a Closed Account | ||
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If you previously added your personal email as a Secondary Login on a company account and the account has been closed, you can unlink your email to use it with a new Expensify account: | ||
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1. Go to the **Expensify Sign-In** page. | ||
2. Enter your personal email address. | ||
3. Click **Unlink Accounts**. | ||
4. Follow the steps in the verification email to complete the unlinking process. | ||
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--- | ||
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# FAQ | ||
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## What does changing the primary login do? | ||
Changing your primary login updates: | ||
- The email address displayed on reports (old and new). | ||
- Workspace account settings. | ||
- Your account’s default email. | ||
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## Can I have multiple secondary logins? | ||
Yes, you can add an unlimited number of secondary logins to your account. | ||
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</div> |
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