How do I manage SVB T&E Users On SVB Go?

Administrators can now manage SVB T&E users within SVB Go. From the Administration page in SVB Go, you can: 

• Manage all SVB T&E users and their permissions alongside other SVB Go users
• Control Access by adding or removing users and granting certain roles access to SVB T&E.

*Please Note: All changes made to users on SVB Go will be reflected in real time on SVB T&E (on the People page).

What User Information Can Be Managed Where? 

Use the table below to understand which attributes are managed within SVB Go vs. SVB T&E:

SVB Go	SVB T&E
Name Email Address Address Phone Number Date of Birth T&E User Role (e.g., admin, manager, etc.) T&E User Permissions Status	Delegates Managed By Travel Access Team Fields

 

How do I modify an existing user to manage their SVB T&E permission?

To update T&E permissions for an existing user in SVB Go: 

1. From the SVB Go dashboard, navigate to the Admin section in the left-hand menu.
2. On the Administration page, search for the user.
3. Click on the Actions menu on the corresponding user row and select the Edit option.
4. Under the Assign Permissions section, toggle the SVB T&E permission on or off as needed.
5. Save your changes.