Skip to content

Commit

Permalink
Merge pull request #46202 from Expensify/CortneyOfstad-patch-1
Browse files Browse the repository at this point in the history
  • Loading branch information
dangrous authored Aug 13, 2024
2 parents 0ca8d8a + ab5259a commit 4496333
Showing 1 changed file with 31 additions and 0 deletions.
31 changes: 31 additions & 0 deletions docs/articles/new-expensify/travel/manage-travel-member-roles.md
Original file line number Diff line number Diff line change
@@ -0,0 +1,31 @@
---
title: Manage Travel Member Roles
description: Modify member roles within Expensify Travel
---
<div id="expensify-classic" markdown="1">

Admins can assign roles to different travel members to determine who they can book travel for (whether for themselves and/or for others) and whether they can adjust administrative settings.

</div>

<div id="new-expensify" markdown="1">

To assign a role to a travel member,

1. Click the + icon in the bottom left menu and select **Book travel**.
2. Click **Book or manage travel**.
3. Click the **Program** tab at the top and select Users.
4. Click the name of the member whose role you wish to update.
5. Click the **Roles** tab and select a role.
- **Traveler**: Can only book travel for themselves.
- **Travel Arranger**: Can book travel for themselves and for other workspace members. Arrangers can be set to arrange travel for everyone in the workspace or for specific individuals only.
- **Company Admin**: Can book travel for themselves as well as any other workspace members. They can also access administrative features to:
- Define travel policies
- Add users
- Remove users
- Add and configure corporate cards as payment methods
- View analytics and metrics
- Use the Safety feature
6. Click **Save**.

</div>

0 comments on commit 4496333

Please sign in to comment.