Bulk assign an Authoriser/Risk Authoriser/Travel Arranger to an Employee Group

As an administrator, you have the ability to assign different profile levels (Eg. Authoriser, Travel Arranger etc.) to a particular Employee Group.

You can do this individually or via a 'bulk update' process that will assign all profiles under the Authoriser banner (for example), to the Employee Group. 

1) Click on the click on the Avatar and select Admin to access the Admin home page.

2) To bulk assign an Authoriser, Risk Authoriser, and/or Travel Arranger to a particular Employee Group, click the relevant link shown under the Assign via Groups link, located in the left-hand panel (or Admin home)

2) Click the name of the Employee Group you wish to assign the Authoriser, Risk Authoriser, and/or Travel Arranger to. In the example provided, an Authoriser will be bulk assigned to the 'Default' Traveller Group as shown in the image below:

3) Mark the checkbox of the Authoriser that you wish to assign to the Group;

4) Click Assign Role

    WARNING! Performing bulk assignments is an irreversible process. Please ensure that you confirm the assignments you are making before proceeding.

 

NOTE: If you wish to bulk assign an Authoriser to a particular Employee Group but the Authoriser's name does not appear in the listing, this is because the Authoriser has not yet been assigned to an Authoriser Group. Please refer to this tutorial.

 

Have more questions? Submit a request

Comments

Powered by Zendesk