The co-pilot role is for an individual to perform certain tasks on behalf of another user. This role is not a distinct user role, it is a permission that can be appended to an account. The main purpose is to help users like senior executives who are usually too swamped with work and find it difficult to find time to upload receipts, write memos. Assistants, secretaries or equivalent team members can be added as a Co-pilot.
What can the Co-pilot user do?
They can do the following on behalf of their assigned user(s):
View transactions
Submit receipts
Fill out the transaction memo
Make any changes in the assigned user's expenses.
Co-pilots will not be able to request policy changes or add users on behalf of their assigned user. If a co-pilot forwards a receipt on behalf of their assigned user to receipts+{subdomain}@volopay.com, Volopay will first search the co-pilot's receipts before searching across other users at the company.
What can the Assistant user see?
The Assistant can see the transactions and related information for the user(s) who have assigned them as Assistant.
Assistants are not able to see activity beyond their designated scope, such as card numbers and the transactions of other users that the user(s) they're assisting can see, even if they are assigned to an Admin user.
Assistants will also be notified of their manager's missing items in their weekly "Missing Items" email.
Who can assign themselves a Co-pilot?
Any user can assign one or more co-pilot users to their own Volopay account. One user can have multiple co-pilots. Admins can assign any user as an co-pilot to any other user on Volopay.
How to assign a co-pilot?
Visit Manage > People tab
Select the user for whom you want to assign a co-pilot
Click "Edit Profile"
At the bottom of the slider you have an option to assign a co-pilot for the particular user.