How-To

Traveler Self-Registration Policy

To update User Registration settings, go to Manage Users → Modify the Self-Registration Setting.

There you will find two options with the following attributes.

NOTE: Users who self-register may only register themselves as "travelers". Global Arranger, Arranger, and auxiliary Travel Manager roles may only be assigned by the Travel Managers.

How To Set Your Traveler Self-Registration Policy

Self-registration with approval

A user can apply for an account, but it must first be approved by a Travel Manager before use.

If you elect this option, you will receive Pending Accounts notification (under Manage Users → Pending Accounts) whenever a user attempts to create an account and requires approval. You can also choose to receive an email whenever new accounts are pending.

-OR-

No self-registration allowed

New accounts can only be created by Travel Managers or Global Arrangers must create all new accounts. (See more in the Manage Users - HOW-TO | Travelers - Create Profiles section.) After these accounts are created, these users will receive an automatic e-mail detailing instructions on how to reach the Egencia site. Users must then be notified in a separate communication of the password used in creating these accounts - they will need this information to log in to the account. For security considerations, the automatic e-mail sent upon account creation does NOT include the password. Once users receive the automatic e-mail and receive their password from the Travel Manager or Global Arranger they'll be able to reach the site, complete their profiles and begin booking travel.