This article is part of the Commercial Rewards Card free plan guide or Commercial Rewards Card paid plan guide, or both. You can navigate back to each guide with the previous links and take the next onboarding steps.
Note: This content may also apply to general TravelBank users.
Purpose
This article outlines the process for administrators to set up their platform account.
Audience
This article is directed toward administrators with an expense and travel management account.
Create your account
Follow the link in your welcome email. The link has you log in to the platform. When you first log in to the platform, an onboarding wizard walks you through steps to set up your organization’s travel and expense policies, as well as set up new users.
The platform sends the welcome email to the primary program administrator listed during the application process. If you don’t receive the welcome email, contact client services using the online chat feature. On the web, select the question mark at the top-right corner of the page and then Chat with Us. On the mobile app, open the menu and then select Chat with Us.
Set up your program
We have several support articles to guide you through the setup of your organization’s program in the platform. To get started, review the appropriate plan guides:
Need help?
For assistance, use the online chat feature. On the web, select the question mark at the top-right corner of the page and then Chat with Us. On the mobile app, open the menu and then select Chat with Us.
Publish date: December 21, 2023
Last update: March 17, 2026