Merge pull request #57411 from Expensify/maddylewis-patch-9

[NO QA] Update and rename Join-your-company's-workspace.md to Join-Your-Compa…

docs/articles/expensify-classic/getting-started/Join-Your-Company's-Workspace.md

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+---
+title: Join Your Company's Workspace
+description: Get started with Expensify as an employee or company member.
+---
+
+Getting started with Expensify is quick and easy, whether you're a new employee or an existing team member joining a company workspace. This guide walks you through downloading the app, setting up your profile, managing expenses, and securing your account.
+
+---
+
+# 1. Download the Mobile App
+
+Upload expenses and check reports from your phone by downloading the Expensify mobile app.
+
+- [iOS](https://apps.apple.com/us/app/expensify-expense-tracker/id471713959)
+- [Android](https://play.google.com/store/apps/details?id=org.me.mobiexpensifyg&hl=en_US&gl=US)
+
+For a full walkthrough on creating and submitting expenses via the mobile app, click [here](https://expensify.navattic.com/fl150n1n)!
+
+---
+
+# 2. Add Your Name and Photo
+
+**Desktop:**
+1. Click your profile image in the main menu.
+2. Hover over the profile picture and click **Change**.
+3. Update your profile:
+   - **Name**: Enter your first and last name, then click **Update**.
+   - **Photo**: Click **Add Photo** to upload an image.
+
+**Mobile:**
+1. Tap the ☰ menu icon in the top left.
+2. Tap your profile picture.
+3. Tap the **Edit** icon to update your name or photo.
+   - **Name**: Enter your first and/or last name, then tap **Update**.
+   - **Photo**: Tap **Upload Photo**, then:
+     - Tap the camera button to take a new photo.
+     - Tap the photo icon to select an existing image.
+
+---
+
+# 3. Meet Concierge
+
+Concierge is your personal assistant, available on both desktop and mobile. It helps by:
+
+- Reminding you to submit expenses.
+- Alerting you when more information is needed.
+- Providing updates on new features.
+
+For support, click the green chat bubble at the bottom of the screen to chat with Concierge.
+
+---
+
+# 4. Learn How to Add an Expense
+
+Employees can document reimbursable and non-reimbursable expenses using SmartScan or manual entry.
+
+## SmartScan a Receipt
+
+**Desktop:**
+1. Click the **Expenses** tab.
+2. Click the **+** icon and select **Scan Receipt**.
+3. Upload a saved receipt image.
+
+**Mobile:**
+1. Tap the camera icon in the bottom right.
+2. Upload or take a receipt photo:
+   - **Upload**: Tap the photo icon and select an image.
+   - **Take a photo**: Ensure details are clear, then capture the image.
+
+*You can also email receipts to [email protected] from any email address associated with your Expensify account.*
+
+## Manually Enter an Expense
+
+Desktop:
+1. Click the **Expenses** tab.
+2. Click the **+** icon.
+3. Select the expense type and enter details.
+4. Click **Save**.
+
+Mobile:
+1. Tap the ☰ menu icon and select **Expenses**.
+2. Tap the **+** icon.
+3. Select the expense type and enter details.
+4. Tap **Save**.
+
+---
+
+# 5. Create & Submit an Expense Report
+
+Your expenses may be automatically added to a report. If not, follow these steps to create and submit one.
+
+**Desktop:**
+1. Click the **Reports** tab.
+2. Click **New Report** > **Expense Report**.
+3. Click **Add Expenses** and select expenses.
+4. Click **Submit**, enter approver details, and click **Send**.
+
+**Mobile:**
+1. Tap ☰ > **Reports**.
+2. Tap the **+** icon and select **Expense Report**.
+3. Tap **Add Expenses**, then select expenses.
+4. Tap **Submit Report**, add approver details, and tap **Submit**.
+
+---
+
+# 6. Add a Secondary Login
+
+Connect a personal email to ensure access to Expensify, even if your employer changes.
+
+*Setting  up this feature is available only on the Expensify website.*
+
+1. Go to **Settings** > **Account**.
+2. Under **Account Details**, click **Add Secondary Login**.
+3. Enter your email or phone number.
+4. Verify your new login with the Magic Code sent to you.
+
+---
+
+# 7. Secure Your Account
+
+Add an extra layer of security to help keep your financial data safe and secure by enabling two-factor authentication (2FA). Setting this up requires you to enter a code generated by your preferred authenticator app (like Google Authenticator or Microsoft Authenticator) to log in.
+
+*Setting up this feature is available only on the Expensify website.*
+
+1. Go to **Settings** > **Account**.
+2. Under **Two-Factor Authentication**, enable the toggle.
+3. Save a copy of your backup codes.
+4. Use an authenticator app to scan the QR code.
+5. Enter the 6-digit code from the app and click **Verify**.
+
+---
+