How do I add a new traveler?

From the Admin page, select the "Travelers" tab. From here, you can view travelers and search by office, employee type, department, and name. To add a new traveler, click the "Add" button at the top of the page. Please note that only admins can add new travelers.

Enter basic information including first name, last name, email address, phone number, and gender. Enter company details for invoice profile and seniority level. Other information such as title, middle name, department, office, and photo are optional. When complete, click "Save" at the top of the screen.

After a profile is saved, a "Send Invite" button will appear on the page. This button emails the new traveler with a link to access their profile and create a new password. If this email is not sent, users cannot access their profile or receive any emails sent by the platform. The "Send Invite" button remains active until the traveler logs into the system. Invites expire after 24 hours, at which point a new invitation email can be sent. Note: Only admins can assign a traveler's Office and Department fields.




Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article