Audience: Neo1 Admins


Purpose

As a Neo1 Admin user, you can complete a user's personal profile for another user. You can add/modify the following details:

  • Personal Information (Date of birth and Phone number, required to use virtual Cards in Neo1)
  • Address (Important when booking Rail and required to use virtual Cards in Neo1)
  • Travel Documents (Passport number, Known Traveler Number, Redress Control Number and Driver's License Number)
  • Loyalty Numbers (Car hire, Air, Hotels and Train)
  • Payment Methods
  • Vehicles (Add a vehicle when the user need to claim mileage in Spend)

 


Overview


Login as the user (using your Admin access)

Step 1: Log into Neo1

Step 2: Click on Settings in the menu-bar on the left hand-side

Step 3: Click on Users on top of the page



Step 4: Hover your mouse over the line of the user and click on the Key symbol on the right hand-side.


This will take you to the dashboard of the user you have selected



Update the User's Travel Profile 

Add Date of Birth, Phone number, Address, Loyalty programs, Travel documents, Payment Methods and vehicles


Step 1: click on the Key on the top left hand-side



Step 2: A menu will open. This is where you can choose which subject you want to update



Step 3: Once you clicked on the subject you want to update, you will be able to navigate to the other subjects on the top of the page



Return to your own dashboard

Once you are done, log out of the user's profile and return to your own Admin profile


Step 1: Click on the Key on the top left hand-side

Step 2: Click on Quit Log As. This will take you back to your own profile