Assign Authorisers/Risk Authorisers/Travel Arrangers/Groups to (Individual) Profiles

Company Administrators have the ability to assign Authorisers, Risk Authorisers, Travel Arrangers and (Traveller/Authoriser) Groups to profiles.

Travel Arrangers have the ability to assign Authorisers, Risk Authorisers, Travel Arrangers and (Traveller/Authoriser) Groups to profiles that they are assigned to.

Add Authorisers/Risk Authorisers/Travel Arrangers/Groups

1) If you are a Company Administrator, click on the Avatar and select View Profiles to access all profiles

2) Click edit next to the profile you need to update

3) Click on the Assignments tab

4) Type in the name(s) of the Authorisers/Risk Authorisers/Travel Arrangers/Groups want to add to your profile

NOTE: Once the name has been clicked on, this will automatically add the name as a tag under the desired assignment.

5) Once you have added the name(s), click Update Assignments. The assignments have now been Saved to the traveller's profile

6) To remove Authorisers/Risk Authorisers/Travel Arrangers/Groups, return to the Profiles page and click edit next to the profile you need to update

7) Click on the Assignments tab and click on the x icon next to the name(s) to delete them from the Role Type field box

 

9) Once you have removed the name(s), click Update Assignments. This will remove the assignment from the profile.

 

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