TravelPerk allows you to invite guests, who are non-employees, to have a profile within your account. These guests may or may not have access to the platform.
Inviting a guest
- Go to the People page and click Invite people.
- Click Edit settings and select Guest from the list of roles.
- Assign an approval process where "all trips need approval".
Adding a guest manually
- Go to the People page and click Invite people.
- Click add manually and enter the user's personal information.
- Select Guest from the list of roles.
- Assign an approval process where "all trips need approval".
- If you want to prevent this person from signing in to TravelPerk, simply disable the switch at the beginning of the user creation panel.
Guests with platform access
Guests with access can:
- Use the platform to book and manage their own business travel.
- Have a TravelPerk profile with a personal email address.
- Sign in using email, even if Single Sign-On is mandatory.
However, they won't have access to:
- Company-sensitive information such as cost centers, invoice profiles, payment methods, and approval processes.
- The option to invite other users or book on their behalf.
Guests with access can also have a travel policy. We'll inform them if a trip they're booking is out of policy. They must be assigned to an approval process where all trips need approval.
Guests without platform access
Guests without access:
- Can have any email, including a generic company-related email, regardless of duplication (i.eĀ candidate.travel@company.com)
- Will receive travel notifications to the provided email.
- Have all other general settings available, such as cost centers and payment profiles.
Approval processes for guests
- Guests with platform access won't be able to see or select any settings during the booking flow. If these are missing when sending the approval request, the approver will need to review the missing billing details.
- Guests can belong to the default approval process or to any other existing or new approval process, as long as the setting is "all trips need approval".
- If you delete the approval process a guest belongs to, they won't be able to book a trip. We'll suggest contacting an admin, so they can be assigned to an approval process and continue with the booking
- Automated approval processes for guests are not available.
- Guests can be assigned to multiple approval processes.