There are 5 roles on TravelPerk, each has specific permissions and capabilities.
| Permission | Traveler | Admin | Travel Manager | Analyst | Guest |
| Search & book trips for themselves | ✅ | ✅ | ✅ | ✅ | ✅ |
| Search & book trips for others | ✅ | ✅ | ✅ | ✅ | ❌ |
| See & manage other people's trips | ❌ | ✅ | 🟡* | ❌ | ❌ |
| Skip approvals | ❌ | ✅ | 🟡* | ❌ | ❌ |
| Create or invite users | ❌ | ✅ | ❌ | ❌ | ❌ |
| See & edit other people's profiles | ❌ | ✅ | 🟡* | ❌ | ❌ |
| View and download invoices | ❌ | ✅ | ❌ | ✅ | ❌ |
| Use reporting to track spending | ❌ | ✅ | ❌ | ✅ | ❌ |
| Change company settings | ❌ | ✅ | ❌ | ❌ | ❌ |
* For the travelers they manage
Traveler
This role is for people who mainly book and manage trips for themselves.
- Travelers can search and book trips according to company travel policy.
- They can book trips for themselves or others in the company.
- They cannot view other people's trips or modify company settings.
For more information, see Getting started for Travelers.
Admin
This role is for people who oversee and manage travel policies, expenses and bookings.
- Admins can set and change Traveler's permissions.
- They can modify the company account on TravelPerk, including the plan, add-ons, and integrations.
- They manage company settings like travel policies, approval processes, and payment options.
- They can invite new people to join the company account.
- They approve trips, view all company trips and download invoices.
- They can use the reporting page to track spending.
- They can select any company payment profile at the checkout.
For more information, see Getting started for Admins.
Travel Manager
This role is for people who book and manage trips for other travelers but do not need access to change company account settings.
- Travel Managers can book on behalf of others and skip approval when booking.
- They can view and edit trips for travelers they manage.
- They can edit other people's profiles but cannot modify their roles or account settings.
- They cannot approve on behalf of others, manage company settings, or invite new people to the company account.
- They can select any company payment profile at the checkout.
For more information, see Getting started for Travel Managers.
Analyst
This role is for people who need full access to your company reporting and invoices on TravelPerk.
- Analysts have all the permissions of travelers.
- They can view and download reports and invoices.
- They cannot modify company settings.
Guest
This role is for employees or external users whose travel is covered by your company but who don't need access to sensitive company information.
You can decide if guests can access the platform and book their own trips.
All guest trips require approval, and the approver can change any trip-related information.
- Guests can search for and book trips according to your company's travel policy.
- They can book trips for themselves but not for others in the company.
- They cannot view other people's trips or modify company settings.
Guests with access
- Can use the platform to book and manage their own travel
- Have a TravelPerk profile with a personal email address
- Sign in using email, even if Single Sign-On is mandatory
- Have a travel policy - we'll inform them if a booking is out of policy
They won't have access to:
- Sensitive company information such as cost centers, invoice profiles, payment methods, and approval processes. If any billing details are missing, the approver needs to add them.
- Invite other users or book on their behalf.
Guests with no access
- Can use any email, including a generic company email and it doesn't need to be unique
- Receive travel notifications on the provided email
- Have all other general settings available, such as cost centers and payment profiles
For more information, see Create a guest profile on TravelPerk.