Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Update Manage-Travel-Member-Roles.md #55358

Merged
merged 2 commits into from
Jan 31, 2025
Merged

Update Manage-Travel-Member-Roles.md #55358

Changes from all commits
Commits
Show all changes
2 commits
Select commit Hold shift + click to select a range
437ec2b
Update Manage-Travel-Member-Roles.md
CortneyOfstad Jan 16, 2025
8f00a15
Merge branch 'main' into CortneyOfstad-patch-1
lakchote Jan 31, 2025
File filter

Filter by extension

Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
18 changes: 8 additions & 10 deletions docs/articles/new-expensify/travel/Manage-Travel-Member-Roles.md
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -12,16 +12,14 @@ To assign a role to a travel member,
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
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 and configure corporate cards as payment methods
- View analytics and metrics
- Use the Safety feature
6. Click **Save**.

</div>
Loading