Admin Setup Guides

1. User Settings

   1. Setting up new users

   2. What Roles Can be Assigned to a User?

   3. Travel Host Role - Allowing users to create guests

   4. Managing User Profiles

   5. Invite/Re-invite Users

   6. Delete vs. Deactivate User Profiles

2. Travel Settings

   1. Travel Setup Basics: Load Users & Update Traveler Profiles

   2. About Amex GBT Travel

   3. Managing Travel Policy

3. Expense Settings

   1. Purchase, Justify, Approve : 3 steps to managing employee spend

   2. Getting started...

   3. All Finance Systems Integration

   4. Creating Fields

   5. Field Dependencies

   6. Default automation rules

   7. Field Code Approvers

   8. Mapping Expense Categories

   9. Setting Mileage Rates

   10. Setting Tax Codes (rates)

   11. Connect Corporate Card

   12. Creating and managing spend rules

   13. Creating and managing recipients

   14. Managing people groups

   15. Authorize users to create cash expenses

   16. Map Connected Cards to Users

   17. End-to-End Test for Spend Management

   18. Team Training for Spend Management

4. General System Info

   1. How to request a password re-set

   2. Company Settings Overview

   3. How to log as another user (as an Admin)