This article is part of the Commercial Rewards Card paid plan guide. You can navigate back to the guide with the previous link and take the next onboarding steps.
Purpose
This article describes how to assign delegates manually to take action on behalf of their assigned hosts, rather than importing delegate assignments in bulk. You can also review our other articles to learn more about delegates, in general.
Audience
This article is directed toward administrators with a paid TravelBank expense and travel management account. It also applies to Commercial Rewards Card program administrators on a paid plan.
Overview
You can view delegate information on the TravelBank Delegates page:
From the left navigation menu, select “Company Settings” > “Employees” > “Delegates”.
The hosts column is on the left, and the delegates column is on the right. The assignments are grouped by the hosts assigned to each delegate.
Note: In order to assign a delegate to a host, both users must have activated their accounts.
Assign (add) delegate to host manually
On the Delegates page (that is, “Company Settings” > “Employees” > “Delegates”) take the following steps to assign/add a delegate to a host. You can assign/add delegates manually or through a bulk import.
Select “Add New Hosts & Delegates” at the top-right corner of the page (see Figure 1). This brings up an “Assign New Hosts & Delegates” pop-up window (see Figure 2).
Figure 1. Add New Hosts & Delegates button
Figure 2. Assign New Hosts & Delegates pop-up window
In the popup window, type the name of the host (that is, the account you want to grant access to) in the “Hosts” field, and select the name from the dropdown options that appear (see Figure 3).
Figure 3. Hosts field with dropdown options
Take the same action in the “Delegates” field, but for the employee you want to have access.
Note: There are many options for assigning hosts and delegates:
-Assign one delegate to one host (see Figure 4).Figure 4. Example of assigning one delegate to one host
-Assign multiple delegates to one host (see Figure 5).Figure 5. Example of assigning multiple delegates to one host
-Assign one delegate to multiple hosts (see Figure 6).Figure 6. Assign one delegate to multiple hosts
-Assign multiple delegates to multiple hosts (see Figure 7).Figure 7. Assign multiple delegates to multiple hosts
Once you have assigned the hosts and delegates as needed, select “Save”. This takes you back to the Manage Organization Hosts & Delegates page and now lists your host/delegate relationship in the list (see Figure 8).
Figure 8. New host/delegate relationship added to list
Manage host/delegate relationships
To make changes to a host/delegate relationship, locate the host/delegate relationship you want to change, then select the blue pencil icon at the far-right of the row. This brings up the same “Assign New Hosts & Delegates” pop-up window that you use to add the host/delegate relationship.
To delete the entire host/delegate relationship, select “Delete Hosts & Delegates” at the bottom-left of the window (see Figure 9) and then select “Delete” to confirm your selection.
Figure 9. Delete Hosts & Delegates button
To delete individual hosts or delegates from the host/delegate relationship, select the “x” to the right of the user’s name (see Figure 10) in the “Hosts” or “Delegates” field.
Figure 10. Delete individual hosts or delegates
To add/assign delegates, follow the steps in the “Add hosts and delegates manually” section of this article.
Need help?
If you need help, contact the TravelBank support team:
Email support@travelbank.com.
From the website or mobile app: Open the left navigation menu and select “Chat with us”.
Publish date: April 19, 2022
Last update: April 26, 2024