Advanced configurations
Learn about advanced administrative functions, including integrations and complex banking requirements
By Anna and 2 others3 authors30 articles
- 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/NextView 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
- 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
- Create and manage departmentsOrganize your company by creating and managing departments
- Review and manage your organization's travel policiesLearn about your default travel policy and how to create and manage your own policies
- Manage your organization's expense policiesLearn about your organization's default expense policy and how to create custom expense policies
- Expense policy: Approval rulesUse approval rules to give special routing to spend, category, or both
- Integrations: Setting up single sign-onStreamline user sign in with Single Sign-On (SSO), and control access.
- Integrations: Setting up Okta for SSOWhat is Okta and how do I get started?
- Integrations: Setting up Okta for SCIM Directory SyncFollow this guide to setup Okta with the platform
- Integrations: Scheduled Expense ExportSet up an automated Expense Export, choose between Email or SFTP delivery
- Integrations: Setting Up JumpCloud SSOLearn how to configure SAML SSO with JumpCloud, and grant access to User Groups
- Integrations: Workday & UltiPro TravelBank IntegrationsLearn about Human Resource Information System (HRIS)
- Corporate card syncLearn how to set up a business credit card sync or request a corporate credit card sync