Audience: Admins


Purpose


As an Admin user, you can complete the 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 the platform)
  • Address (Important when booking Rail and required to use virtual Cards in the platform)
  • 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)

You have two options to log as a user. You can quick login under your initials or log as under settings.

    Quick log as another user 

Step 1: Log into the platform

Step 2: Click on your initials in the top right hand corner 

Step 3: Click on Log as another user 




Step 4: Choose the user you wish to log as



Step 5: Click Confirm 





Login under Settings


Step 1: Log into the platform

Step 2: Click on Settings > People and you will be land on the Users tab by default 




Step 3: Hover your mouse over the line of the user and click on the key symbol to the far right to Log as


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 Initial logo on the top right hand-side



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



Step 3: Once you click on the profile section you want to update, you will be able to navigate to the other tabs 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 Initial Logo on the top righthand-side

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