Creating an Approver user

Rui Figueiredo -

An approver is a role that a company needs if their travel policies require someone to approve trips. This role only comes into play if the feature “Travel Policies” is subscribed for the respective company in question.

 

To create an approver (or any other user role), go to "My Account" in the main menu and click on "Users". You will be taken to the list of users. 

To create an "Approver" click on the "+" button, on the right above the users' list.

traveler-create.png

After clicking on the "+" button you will land on the creating a user page.

 

Who can create an "Approver"

Agency admin users, company users with the role "Admin" can create approvers.

  • Agency admin users can create approvers for any of their companies.
  • Company users with the role "Admin" can create approvers for their company.


Creating an "Approver"

Entity

An "Approver" is a user role available for companies, so select the company of the user in the Entity drop down.

user-company.png

 

 

Roles

TTS Corporate supports several users' roles: "Traveller", "Arranger", "Approver", "Admin" and a company user can accumulate several roles, e.g. one can be a "Traveller" and an "Approver".

To create an approver, select "Approver".

approver-main.png

Main information

Main information is a block common to all users regardless of the roles selected. It's where you enter the user's Name, Surname, Date of Birth, Email, Password, Status.

If the other fields are self-explanatory, there are some that require additional information.

Status

If a user status is "Active", he will be able to enter the application and use it according to his roles permissions. On the other hand, if the user status is "Inactive", he will not be able to enter the application.

 

Contact information

This block is also common to all users but it is an optional block. It's where you can enter the user's Phone, Address, City, Postal Code and Country.

traveler-create-contacts.png

 

Learn more about company user roles here. 

 

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