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Assign employees to Roles

Roles and responsibilities are synonymous with each other. With a certain role, comes certain responsibilities. We have roles in our daily lives, our personal and professional lives; whether it be a parent, a friend, a boss or mentor, a colleague or just playing your role, doing your bit and rolling, how you role. Whatever it may be, they are as much a part of us as the air we breathe. 

Within the Locomote Corporate Travel Platform we have taken the same approach by applying groupings of permission-based categories or "Roles." With each of these roles comes the responsibilities that is tied to a Travel Arranger or Authoriser. Even as Company Administrator you have the responsibility to manage permissions of roles within the platform, including assigning specific roles to employees, depending on what level of access they require.

Most employees will require a basic Traveller role however certain positions within the company will require additional roles Eg. Travel Arranger or Authoriser. These are higher-access roles, that should only be assigned to employees who warrant and require the access. 

Within the administrator Dashboard you will notice (if you haven't already) a sub-heading titled "Assign Travellers To" and within these modules, you can assign Travellers to anything, from Cost Centres to Employee Groups to Roles. If needed you can also remove Travellers from their preferred or specified modules. 

 

Add travellers to a role

  1. Click on the user Avatar and select Admin to access the Admin home page
  2. In the left-hand panel under Assign Travellers To, click on Roles
  3. To add a traveller, click on the Name of the Role (displayed in blue text). You can search by Name or Code to locate the desired Role
  4. In Users in Role, find the traveller you wish to add to the role by typing their name into the search field
  5. Once the traveller is displayed, select the name and click Add
  6. A green notification banner will display, confirming the "User has been added" and the list will updated, displaying the new traveller showing in the list.

Remove travellers to a role

  1. Click on the user Avatar and select Admin to access the Admin home page
  2. In the left-hand panel under Assign Travellers To, click on Roles
  3. To remove a traveller, click on the Name of the Role (displayed in blue text). You can search by Name or Code to locate the desired Role
  4. In Users in Role, identify the traveller from the list that you wish to remove
  5. To the left of the traveller name click Remove
  6. A prompt will appear, asking to Confirm or Cancel; click Confirm to remove
  7. The list will update, where the traveller name will be removed confirming the removal was successful.
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