User Settings

  1. Setting up new users

    Audience: Admin Note that users are not invited to the platform until you're ready to roll it out to your team. At that time, see this guide...

    Fri, 18 Apr, 2025 at 3:19 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...

    Fri, 18 Apr, 2025 at 3:50 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...

    Fri, 18 Apr, 2025 at 3:55 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...

    Thu, 17 Apr, 2025 at 4:36 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...

    Fri, 18 Apr, 2025 at 4:05 PM