Set-up/Manage Users & Assign Roles (Admins)

  1. Setting up new users in Neo1

    Once you have registered your business and created your Neo1 account, you are able to invite your users into the platform. You can do this in two ways: ...

    Wed, 22 Mar, 2023 at 10:26 AM

  2. What Roles Can be Assign to a User?

    There are 5 roles that can be assigned to a User profile.   If no roles are assigned to a user profile, then they will have standard user access. 1....

    Mon, 26 Sep, 2022 at 9:19 PM

  3. How as a Delegate - Into Another User Profile

    Watch the below video for instructions on how to log into another User's profile as a delegate  Note: The User would need to first add you as a d...

    Tue, 5 Apr, 2022 at 6:39 PM

  4. Travel Host Role - Allowing users to create guests

    Neo1 has the ability for travelers to create guests & book travel on their behalf. This function is used when travel needs to be booked for non-employee...

    Mon, 26 Sep, 2022 at 8:55 PM

  5. Managing User Profiles

    MANAGING USER UPDATES As an admin, you can easily manage changes to the following user details:  User title (Mr/Mrs/Miss/Ms) First Name (if you...

    Mon, 19 Dec, 2022 at 5:17 PM

  6. Invite/Re-invite Users

    UNDERSTANDING USER INVITES We recognize the varying needs surrounding granting access to the platform. Some teams may wish to setup users during onboard...

    Tue, 14 Feb, 2023 at 3:37 PM