User Settings

  1. Setting up new users

    Audience: Admin Creating and managing users gives your team access to the platform. There are two types of users: employees who book travel and sub...

    Wed, 13 May, 2026 at 10:46 AM

  2. What Roles Can be Assigned to a User?

    Audience: Admin When creating a user, you can assign a role to define their access and permissions within the platform. There are 5 roles available...

    Wed, 13 May, 2026 at 10:52 AM

  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, 29 Oct, 2025 at 9:30 AM

  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, 29 Oct, 2025 at 9:32 AM

  5. Invite/Re-invite Users

    Audience: Admins Controlling when and how users are invited is entirely up to you. Some teams prefer to set up users during onboarding and hold off...

    Wed, 13 May, 2026 at 11:07 AM

  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, 29 Oct, 2025 at 9:34 AM