Audience: Admins Purpose
In this article, let's train your team to use Amex GBT's spend platform for travel. The below resources will prepare your team members for use of the platform, and walk them through the travel functions and features. See associated links to better understand how to setup and use the platform successfully.
Overview
Travel for all users
To ensure a more seamless booking and travel management experience, let's familiarize ourselves with functions and features specific to travel for all users.
- Watch the recorded webinar on How to Seamlessly Book Travel!
- How to complete a traveler profile (to be completed prior to your first booking)
- How to book a flight/hotel/car/train
- All the support channels when you are traveling or booking travel
- Download and use the Amex GBT mobile app for managing travel
- Travel reporting
- Paying for travel & locating invoices
- How to use Airline Credits
Travel for Supervisors
See below to review the visibility and control features associated with your supervisor role.
Note that your assignment as a supervisor allows you to toggle your dashboard to travel view data that is specific to your team.
For those companies with travel settings to require approval, the approvals are routed to the assigned supervisor. An email will be received, and you will action that approval by following this guide:
Tip: Please note that, as shared in the guide, travel approvals are not found under Authorize (which is specific to spend/purchasing/budgets). It is found in the booking engine.Travel for Admins
See the below resources to assist you with rollout and continued management of the platform as an admin.
These welcome emails can aid in communicating the rollout of the platform to your team.
These guides will cover some of the high level actions you can take to continue successful management of the platform.
Be sure to explore our Knowledge Base in full for additional resources, and/or reach out to help@neo1.com for assistance.