How-To

Managing Users: Introduction

Manage Users is your control center for entering travelers into the system and managing existing users.

3 Ways to Enter User Profiles Into Your Site

To Set Up One User Profile at a Time:

Go to Manage Users → New user account.

Create a profile for a user by entering the following information:

  • First name, middle name, last name
  • User name
  • Password (user may later change this if allowed)
  • E-mail address
  • User role (choose Traveler for now)
  • Check the box for: Add this account to the list of users whose travel I can arrange
  • Check the box for: Send an e-mail message to this user with instructions on how to sign in
  • Any department of custom data fields you have created for your company

(See more in the Manage Users - HOW-TO | Travelers - Create Profiles section.)

- OR -

To Invite Multiple Users to Set Up Their Own Profiles:

Go to Manage Users → Send e-mail invitations.

Enter the e-mail addresses of the travelers you'd like to invite to register (contingent on your self-registration setting). Edit the sample e-mail template and send.

- OR -

To Bulk Load User Profiles:

Please contact your Consulting Manager to bulk load user profiles from a database. (See more in the Customer Service section.)

Lockable Purchase Notification Lists

Find this control under Manage Users → Purchase notification settings.

Travel Managers can define a global purchase notification recipient list as well as per-profile recipient lists that are unchangeable by travelers and arrangers.

Please note that sending confirmations to arrangers only applies to arranged travel, i.e. traveler confirmations will not go to arrangers if travelers book their own travel.