How do I configure a user to be an out of policy approver?

 There are two ways to set up approvers for your team of travelers. Use the two options below to configure a user to be an out of policy approver.

Upload an excel file into the Users tab

  1. Navigate to the Users tab in the Admin Dashboard.

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  2. Click Download Users and open up the excel.xlsx file.

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  3. Add in the approvers' email addresses for each user in the Approver Email column. Save as a .xlsx file.

  4. Click Upload Users and locate your saved .xlsx user list file.

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Individually set the Approver in the Users tab

  1. Navigate to the Users tab in the Admin Dashboard.

  2. Click on the magnifying glass under the column Traveler Approver and type in the approver's name or email address.

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