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[NO QA] Update and rename Join-your-company's-workspace.md to Join-Your-Compa… #57411

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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**.

---

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