Company administration

• Understanding the account structure on TravelPerk
• Add, edit or delete companies
• Add a VAT number to a company
• Understanding FlexiPerk
• Add FlexiPerk to all trips
• Pro plan

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• Roles and permissions
• Add new people to your account
• Give and restrict access to TravelPerk
• Assigning travelers to payment profiles
• Change roles on TravelPerk
• Create a guest profile on TravelPerk

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• Understanding approval processes
• Set up an approval process
• Edit, archive or delete an approval process
• Set up a no approval needed process
• Set up an approval needed process
• Set up a default approval process

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• Cost centers, custom fields, labels and groups
• Create custom fields
• User profile and Booking flow custom fields
• Edit or archive custom fields
• Add traveler information to custom fields
• Set up your organization structure with groups

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• Create or edit a travel policy
• Find a travel policy
• Set up a rental car policy