Manage Internal Users and Roles

  1. Setting up new users

    Audience: Admin Creating and managing users gives your team access to the platform. There are two types of users: employees who book travel and sub...

    Tue, 19 May, 2026 at 8:45 AM

  2. What Roles Can be Assigned to a User?

    Audience: Admin When creating a user, you can assign a role to define their access and permissions within the platform. There are 5 roles available...

    Tue, 19 May, 2026 at 8:48 AM

  3. Managing User Profiles

    Audience: Admin Keeping your users' data accurate and up to date is essential for ensuring a smooth platform experience and maintaining bus...

    Tue, 19 May, 2026 at 8:48 AM

  4. Invite/Re-invite Users

    Audience: Admins Controlling when and how users are invited is entirely up to you. Some teams prefer to set up users during onboarding and hold off...

    Tue, 19 May, 2026 at 8:49 AM

  5. Delete vs. Deactivate User Profiles

    Audience: Admin When a user should no longer be utilizing the platform, there are two ways to manager their user profile access:  Deactivat...

    Tue, 19 May, 2026 at 8:49 AM

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

    Audience: Admins  Purpose In this article, let's cover how to log as another user. As an admin, your have permission to access other user prof...

    Tue, 19 May, 2026 at 9:57 AM