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Roles and permissions

  • Updated

There are 5 roles on TravelPerk, each has specific permissions and capabilities.

 Permission Traveler Admin Travel Manager Analyst Guest
 Search and book trips for   themselves ✅ ✅ ✅ ✅ ✅
 Search & book trips for   others ✅ ✅ ✅ ✅ ❌
 See and manage other     people's trips ❌ ✅ 🟡* ❌ ❌
 Skip approvals ❌ ✅ 🟡* ❌ ❌
 Create or invite users ❌ ✅ ❌ ❌ ❌
 See and edit other people's   profiles ❌ ✅ 🟡* ❌ ❌
 View and download invoices ❌ ✅ ❌ ✅ ❌
 Use reporting to track   spending ❌ ✅ ❌ ✅ ❌
 Change company settings ❌ ✅ ❌ ❌ ❌

* For the travelers they manage.

No access users cannot access the TravelPerk website and mobile app or contact our Customer Care team. You can decide if No access users require approval to book trips or not. 

 

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.

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.

For more information, see Create a guest profile on TravelPerk.

 

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