manage travel member roles
Expensify Classic
New Expensify
Admins can assign roles to different travel members to determine who they can book travel for (whether for themselves and/or for others) and whether they can adjust administrative settings.
To assign a role to a travel member,
- Click the + icon in the bottom left menu and select Book travel.
- Click Book or manage travel.
- Click the Program tab at the top and select Users.
- Click the name of the member whose role you wish to update.
- 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
- Click Save.
