diff --git a/docs/articles/new-expensify/travel/manage-travel-member-roles.md b/docs/articles/new-expensify/travel/manage-travel-member-roles.md new file mode 100644 index 0000000000000..954e24550f053 --- /dev/null +++ b/docs/articles/new-expensify/travel/manage-travel-member-roles.md @@ -0,0 +1,31 @@ +--- +title: Manage Travel Member Roles +description: Modify member roles within Expensify Travel +--- +
+ +Admins can assign roles to different travel members to determine who they can book travel for (whether for themselves and/or for others) and whether they can adjust administrative settings. + +
+ +
+ +To assign a role to a travel member, + +1. Click the + icon in the bottom left menu and select **Book travel**. +2. Click **Book or manage travel**. +3. Click the **Program** tab at the top and select Users. +4. Click the name of the member whose role you wish to update. +5. Click the **Roles** tab and select a role. + - **Traveler**: Can only book travel for themselves. + - **Travel Arranger**: Can book travel for themselves and for other workspace members. Arrangers can be set to arrange travel for everyone in the workspace or for specific individuals only. + - **Company Admin**: Can book travel for themselves as well as any other workspace members. They can also access administrative features to: + - Define travel policies + - Add users + - Remove users + - Add and configure corporate cards as payment methods + - View analytics and metrics + - Use the Safety feature +6. Click **Save**. + +