Company set up
- Understanding the account structure on TravelPerk
- Set up Full Credit vouchers for rental cars
- Add, edit or delete companies
- Add a VAT number to a company
- Understanding FlexiPerk
- Add FlexiPerk to all trips
People management
- Roles and permissions
- Add new people to your account
- Give and restrict access to TravelPerk
- Assigning travelers to payment profiles
- Change roles on TravelPerk
- Create a guest profile on TravelPerk
Approvals
- Understanding approval processes
- Set up an approval process
- Edit, archive or delete an approval process
- Set up a no approval needed process
- Set up an approval needed process
- Set up a default approval process
Groups and labels
- Cost centers, custom fields, labels and groups
- Create custom fields
- User profile and Booking flow custom fields
- Edit or archive custom fields
- Add traveler information to custom fields
- Set up your organization structure with groups