View or edit another traveller's profile

As a Travel Arranger, the main responsibility of the role will be to organise and book travel for other travellers.

In order to do so, you will have the permission to view and edit the traveller's profile and arrange trips for travellers that are only assigned to you.

To edit another traveller's profile, you must be a Company Administrator or a Travel Arranger.

To create another traveller's profile as a Company Administrator or Travel Arranger, please refer to this tutorial.

 

As a Company Administrator you will be able to edit all profiles.

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

assign-employees-to-company-offices_007_new.PNG

2) Select Profiles from the left-hand panel

3) Search for the profile you would like to edit, either via the user list or use the search field to filter the results. You have the ability to search by Name, Email or Employee ID

NOTE: The results will auto-populate and update in real-time, based on the keywords entered into the search field. Eg. Searching by first name

4) Once the profile is located, click edit to the far right of the profile name

 

As a Travel Arranger you will be able to edit only profiles to which you are assigned. The profiles that have been assigned to you will be displayed under the Managed Profiles tab when logging in.

1) To edit another traveller's profile click on the Avatar and select View Profiles 

2) A Travel Arranger will only have one tab labelled Managed Profiles. From the Managed Profiles screen, search for the profile you would like to edit, either via the user list or use the search field to filter the results. You have the ability to search by Name, Email or Employee ID

NOTE: The results will auto-populate and update in real-time, based on the keywords entered into the search field. Eg. Searching by first name

3) Once the profile is located, click edit to the far right of the profile and make the changes to the profile where required

4) In the Edit Traveller Profile page, you will be able to update the traveller's work and personal details, including passports, memberships, credit card information and profile assignments eg. Authoriser, Travel Arranger etc.

 

5) Once the relevant changes have been made to the traveller's profile, click Update Profile to save.

 

 

Have more questions? Submit a request

Comments

Powered by Zendesk