User Settings

  1. Setting up new users

    Audience: Admin Purpose Users can be setup manually or via bulk upload. To create less than 15 users, we recommend using the first option. I...

    Wed, 8 Oct, 2025 at 2:21 PM

  2. What Roles Can be Assigned to a User?

    Audience: Admin Let's explore the available user roles. There are 5 roles that can be assigned to a User profile.   If no roles are assigne...

    Wed, 8 Oct, 2025 at 1:02 PM

  3. Travel Host Role - Allowing users to create guests

    Audience: Admin Travelers to create guests & book travel on their behalf. This function is used when travel needs to be booked for non-employee...

    Wed, 8 Oct, 2025 at 1:02 PM

  4. Managing User Profiles

    Audience: Admin Keeping your users' data accurate and up to date is key to enable a smooth experience - and maintaining business compliance...

    Wed, 8 Oct, 2025 at 1:21 PM

  5. Invite/Re-invite Users

    Audience: Admins We recognize the varying needs surrounding granting access to the platform.  Some teams may wish to setup users during onboard...

    Wed, 8 Oct, 2025 at 1:21 PM

  6. Delete vs. Deactivate User Profiles

    Audience: Admin When a user should no longer be utilizing the platform, there are two ways to manager their user profile access:  Deactivat...

    Wed, 8 Oct, 2025 at 1:03 PM