Bulk updates for travellers' processes, policies and invitations

• Only Admins can use this feature

To make it easier for you to set up and manage travellers on your account, we've introduced bulk updates for the following travellers' processes and policies:

• Companys
• Cost centers
• Approval processes
• Travel policies 
• Invitations - resend or revoke

You can make changes to multiple travellers at the same time without using a CSV or contacting your Account Manager. 

Bulk updates travellers' processes and policies

To bulk update travellers' processes and policies, follow these steps:

1. Go to the People page
2. Use the filters or search to find the people you want to update
   
3. Tick the box next to the people you want to update
4. Click Edit and select Company, Cost center, Approval process or Travel policy
   
5. Select the company, cost center, approval process or travel policy you want to add them to
6. Review the details of the process or policy and click Save

For companys, cost center and travel policies the selected travellers will automatically be removed from the original one and added to the new one. 

For approval processes, if the traveller is assigned to one approval process, they'll be removed from the original process and added to the new one. If the traveller is assigned to 2 or more processes, they'll be added to the new one and remain in the others. 

Bulk resend and revoke invitations

You can resend invitations in bulk or revoke them so the email link won't work anymore.  

To bulk resend and revoke invitations, follow these steps:

1. Go to the People page
2. Select the Invited tab
   
3. Select the people you want to resend or revoke the invitations for
4. Click Resend invitation to  or Revoke invitation