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:

  1. Open Users tab

  2. Hit the + button in the upper right-hand corner to create a new user

  3. Select Title

  4. Type in Name

  5. Type in Last Name

  6. Type in Email

  7. Mark checkbox Manager

  8. Mark checkbox Traveller (in cases when Manager is also a traveller, otherwise leave empty)

  9. Assign Travel policy (in cases when Manager is also a traveller and if required, otherwise leave empty)

  10. Assign Manager (in cases when Manager is also a traveller AND Manager to Traveller as Approval configuration was selected, otherwise leave empty)

  11. Assign Cost centre(s) (in cases when Manager is also a traveller, otherwise leave empty)

  12. Assign Grade (in cases when Manager is also a traveller and if required, otherwise leave empty)

Continue with creating travellers:

  1. Open Users tab

  2. Hit the + button in the upper right-hand corner to create a new user

  3. Select Title

  4. Type in Name

  5. Type in Last Name

  6. Type in Email

  7. Mark checkbox Traveller

  8. Assign Travel policy (if required, otherwise leave empty)

  9. Assign Manager (in cases when Manager to Traveller as Approval configuration was selected, otherwise leave empty)

  10. Assign Cost centre(s) (mandatory)

  11. Assign Grade (if required, otherwise leave empty)

DO NOT FORGET

Now, when you have created users with manager role and if you set Approval configuration to ‘Manager to Cost Centre’:

  1. Go to Cost centres tab

  2. Edit each cost centre through ‘Actions’

  3. Assign Manager(s)

  4. Save