Add new people to your account

• Only Admins can use this feature

When you add new people to your account you can decide which role and permissions they will have. 

You can add new people to your TravelPerk account in 3 ways:

• Add new people manually - if the person needs to travel right away or you want to add personal details, add them manually and define their account settings. Once the new profile is created, they can be added to trips immediately.
  
  
• Invite new people by email - you can invite multiple people at once and include a custom message in the welcome email. The people must activate their accounts using the link in the welcome email before they can be added to trips.
  
  
• Add a new person during the booking process - the person will receive a welcome email inviting them to TravelPerk. They can only be added to trips once they activate their account. 

Add new people manually

1. Go to the People page
2. Click Invite People
   
   
3. At the bottom of the form, click add manually
   
   
4. Enter the traveler's details, select their role, cost center and other settings
5. Click Add person

Once the new profile is created, they can be added to trips immediately.

Invite new people by email

1. Go to the People page
2. Click Invite People
   
   
   
3. Enter the email addresses of the person you want to invite and decide if you want to add a custom message
   
   
4. To change the default role and account settings, next to Invite settings, click Edit Settings  - this is optional. You can also change roles and settings later.
   
5. Click Save Settings
6. Click Send Invite

The people must activate their accounts using the link in the welcome email before they can be added to trips.

Add a new person during the booking process

If you're using Single Sign-On (SSO), make sure that it's not mandatory to log in.

1. On your TravelPerk homepage, start typing the name of the new person and click Register new traveller
   
   
2. Decided if the person needs access to the platform, enter their personal information, select their role, cost center, and other settings
3. Click Add person

The person must activate their accounts using the link in the welcome email before they can be added to trips.