Click on the “Invite User” button in the Users tab of your Admin Dashboard and insert the traveler's email address, first name, and last name.
Fill out the user's fields for their department, manager, approver, and policy level. This will be beneficial for reporting and visibility purposes.
The employee will receive an email to their work email address from TripActions prompting them to create their account by setting up their password and filling out their profile on the platform. This will help make sure they are responsible for entering the rest of their profile details (d.o.b., legal name, passports, etc.).
If you’d like to resend the invite, you can click on their name in the Users tab which will bring you to their user settings. Select the gear icon to the right of their name and click on 'Invite User' to send them the email. Otherwise, the traveler can go to tripactions.com and click on login. They will be prompted to log in with their work email address to create their password and profile.