Roles and permissions

There are 6 roles on TravelPerk, each with specific permissions and capabilities:

• Traveller
• Admin
• Travel Manager 
• People Manager
• Analyst
• Guest

Permission	Traveller	Admin	Travel Manager	Analyst	People Manager	Guest
Search and book trips for themselves	✅	✅	✅	✅	✅	✅
Search & book trips for others	✅	✅	✅	✅	✅	❌
See and manage other people's trips	❌	✅	🟡*	❌	❌	❌
Skip approvals	❌	✅	🟡*	❌	❌	❌
Create or invite people	❌	✅	❌	❌	✅	❌
See and edit other people's profiles	❌	✅	🟡*	❌	✅	❌
View and download invoices	❌	✅	❌	✅	❌	❌
Use reporting to track spending	❌	✅	❌	✅	❌	❌
Change company settings	❌	✅	❌	❌	❌	❌

* For the travellers they manage.

 

No access users can't access the TravelPerk website, mobile app or contact our Customer Care team. Another traveller must book trips for them. You can decide if approval is required to book their trips. 

Traveller

Travellers mainly book and manage trips just for themselves.
They can:

• Search and book trips according to their company travel policy
• Book trips for themselves or others in the company
• See their own trips, but can't see other people's trips or change company settings

Admin

Admins oversee and manage travel policies, expenses and bookings.

They can:

• Set and change Travellers' permissions
• Modify the company account on TravelPerk, including the plan, add-ons and integrations
• Manage company settings like travel policies, approval processes and payment options
• Invite new people to join the company account
• Approve trips, view all company trips and download invoices
• Use the reporting page to track spending
• Select any company payment profile at the checkout

Travel Manager

Travel Managers book and manage trips for other travellers.

They can:

• Book on behalf of others and skip approval
• View and edit upcoming trips, and see past trips for travellers they manage
• Edit other people's profiles, but can't change their roles or account settings
• Select any company payment profile at the checkout

They can't:

• Approve on behalf of others
• Change or manage company settings
• Invite new people to the company account

For more information, see Set up the Travel Manager role.

People Manager

People Managers manage travellers by creating and maintaining user profiles and settings.

They can:

• View, filter, search and perform bulk actions on the People page
• Invite new people to join the company account
• Assign and modify people's user roles
• Edit other people's profiles, such as travel documents, loyalty/discount cards, and platform information
• Assign existing settings such as approval process, travel policies, cost center and custom fields to existing or newly added users 

They can't:

• Set new company settings
• Modify the role of an Admin
• Create or modify payment profiles
  
• Invite new Admins to join the company account

Analyst

Analysts need full access to their company's reporting and invoices on TravelPerk.

They can:

• Have all the same permissions as travellers
• Can view and download reports and invoices
• Can't modify company settings

Guest

Guests can be employees or external users whose travel costs you cover. They can't view other people's trips or see or edit company settings.  

All guest trips require approval. The approver can change any trip-related information.

Guests can:

• Search for and book trips according to your company's travel policy
• Book trips for themselves but not for others in the company

For more information, see Create a guest profile on TravelPerk.