07 Users
User profiles come at the end of the booking process because of the features setup above. You have to create at least ONE manager user profile. The number of travellers is not limited.
Begin with creating managers:
Open Users tab
Hit the + button in the upper right-hand corner to create a new user
Select Title
Type in Name
Type in Last Name
Type in Email
Mark checkbox Manager
Mark checkbox Traveller (in cases when Manager is also a traveller, otherwise leave empty)
Assign Travel policy (in cases when Manager is also a traveller and if required, otherwise leave empty)
Assign Manager (in cases when Manager is also a traveller AND Manager to Traveller as Approval configuration was selected, otherwise leave empty)
Assign Cost centre(s) (in cases when Manager is also a traveller, otherwise leave empty)
Assign Grade (in cases when Manager is also a traveller and if required, otherwise leave empty)
Continue with creating travellers:
Open Users tab
Hit the + button in the upper right-hand corner to create a new user
Select Title
Type in Name
Type in Last Name
Type in Email
Mark checkbox Traveller
Assign Travel policy (if required, otherwise leave empty)
Assign Manager (in cases when Manager to Traveller as Approval configuration was selected, otherwise leave empty)
Assign Cost centre(s) (mandatory)
Assign Grade (if required, otherwise leave empty)
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