Assigning travelers to payment profiles

• Only Admins can use this feature

Payment profiles for a company are only available to travelers assigned to that company. 

You can assign travelers to more than one payment profile.

If a traveler isn't assigned to a payment profile, they'll only have access to payment profiles open to all travelers in that company. 

You can set the permissions for your payment profile to:

• Everyone in this company - all travelers in the company will have access to the payment profile
• Specific people in this company - you'll need to select the travelers you want to have access to the payment profile

Note: Admins and Travel Managers have access to all company payment profiles. 

Assign travelers to a new payment profile

1. Go to Account Settings 
2. Under Account, select Payment profiles
3. Click Create payment profile
4. Enter the card details and click Continue
5. Select the company you want the payment profile assigned to
6. Choose Specific people in this company
7. Add the travelers and click Continue
8. Add the billing information and click Create payment profile

Assign travelers to an existing payment profile

1. Go to Account settings
2. Under Account, select Payment profiles
3. Click the name of the payment profile you want to assign travelers to
4. Go to Permissions and click Edit
5. Select Specific people in this company
6. Add the travelers
7. Click Save permissions

For more information about payment profiles see:

• Understanding the account structure on TravelPerk
• Create, edit, delete or archive a payment profile
• Invoice a trip to a payment profile
• Top-up payment profile
• Add a VAT number to a payment profile
• Set up a direct debit/ACH debit payment profile