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[No QA] Docs updates for E/A#93963 update workspace member role filtering UI #95528

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bfitzexpensify merged 3 commits into from
Jul 17, 2026
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[No QA] Docs updates for E/A#93963 update workspace member role filtering UI #95528

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2fe2cb7
Docs: update workspace member role filtering for new table filter bar
MelvinBot Jul 7, 2026
5ba3d4a
Merge branch 'main' into melvin-docs-tables-filter-bar
stephanieelliott Jul 16, 2026
2e22145
Update Managing-Workspace-Members.md
stephanieelliott Jul 16, 2026
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23 changes: 12 additions & 11 deletions docs/articles/new-expensify/workspaces/Managing-Workspace-Members.md
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Expand Up @@ -41,21 +41,22 @@ To invite someone to your workspace:
You can filter the member list by role to quickly find specific groups of members.

1. Go to **Workspaces > [Workspace Name] > Members**.
2. Click the role filter dropdown at the top of the member list.
3. Select one of the available roles:
- **All members** – Shows all workspace members (default).
- **Approvers** – Shows only members who are designated approvers.
- **Workspace admins** – Shows only members with the Workspace admin role (not available on Submit workspaces).
- **Card admins** – Shows only members with the Card admin role (Control workspaces only).
2. Click **Filters**.
3. Select one or more of the available roles:
- **Workspace Admins** – Members with the Admin role.
- **Approvers** – Members who are designated approvers.
- **Card Admins** – Members with the Card Admin role (Control workspaces only).
- **People Admins** – Members with the People Admin role (Control workspaces only).
- **Payments admins** – Shows only members with the Payments admin role (Control workspaces only).
- **Auditors** – Shows only members with the Auditor role (Control workspaces only).
- **Editors** – Shows only members with the Editor role (Submit workspaces only).
- **Auditors** – Members with the Auditor role (Control workspaces only).
- **Editors** – Members with the Editor role (Submit workspaces only).
- **Members** – Members with the Member role.

The member list updates immediately to show only members matching the selected role. You can also combine the role filter with the search bar to narrow results further.
Each selected role appears in the filter bar, and the member list updates immediately to show only members matching the selected roles. To remove a filter, click the **X**. You can also combine role filters with the search bar to narrow results further.

The roles available in the filter depend on your workspace type, so the options change if you switch your workspace plan. If you’ve filtered by a role that is no longer available after a plan change, the filter automatically resets to **All members**.
The roles available depend on your workspace type, so the options change if you switch your workspace plan.

If no members match the selected filter, an empty state is displayed with the message: "No members match this filter."
If no members match the selected filters, an empty state is displayed with the message: "No members match this filter."

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