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All CollectionsAdvanced configurations
Configuration for company administrators
Configuration for company administrators
Add and edit employeesUse the Employee Directory to add and edit employees in TravelBank
Importing users through CSVThe fastest way to add or modify your users in bulk
Learn about TravelBank user roles and permissionsLearn about the different user roles in the Employee Directory, and how they affect travel and expense policies
Learn about delegatesLearn about the delegate role for TravelBank users
Assign (add) delegate to host manuallyLearn how to manually assign delegates to take action on others’ behalf
Import delegates using a .csvSave time by importing delegate assignments in bulk
Company Settings: DepartmentsCreate Departments to organize your company, and map them to your general ledger.
Review and manage your organization's default travel policyLearn about TravelBank's default Travel Policy, create your own, activate and adjust rewards as well as Custom Fields
Manage your organization's expense policiesLearn about TravelBank's default expense policy and how to create custom expense policies
Expense Policy: Approval RulesTake advantage of this new approval flow, use Approval Rules to give special routing to spend, category or both.