This article explains how to setup your Travel account as an Administrator. First, please ensure you have Travel enabled on your user profile, you can find the steps to enable this here. To access the Travel Portal, click "Go To Travel" on the Personal sidebar.
*Please note: The first user to access the Travel Portal will be defined as the Travel Admin. Following that, any user who accesses the Travel portal will be defined as a Traveler. The Travel Admin can then adjust user's role settings (see step 2 below). Expense Admins: consider navigating to the Travel portal first, before enabling Travel for other users.
Step 1: First, navigate to the Company Settings section on the left side menu to fill out important company details.
- Ensure all Basic Company Information and Company Contacts are entered.
- If you wish to have a SVB Corporate Credit Card as a payment method, please input the card details in the Credit Cards section. You can choose which users are allowed to book with this card(s) in the Travel Policy section.
Step 2: Next, navigate to the People section on the left hand menu to manage user records.
- Edit a user by clicking on their name.
- You can select if they are an Executive, their User Role and Policy Group.
- User Roles:
- Traveler: Only able to book travel for themselves.
- Coordinator: Able to book travel for themselves and other users.
- Administrator: Access to Travel configurations including Policies and Reporting.
- You don't need to worry about sending invitations or adding new users from this page. As a reminder, Travel users are enabled from the Expense platform. You can find the steps to enable Travel for a user here.
Step 3: Next, navigate to the Travel Policies section on the left hand menu to setup a corporate travel policy.
- We recommend setting up at least one travel policy, but you can setup as many as you need. Also ensure you have a Default policy selected, users will automatically be assigned to this policy upon creation.
- Find our Travel Policy explanation here.