Assign a travel arranger to other travelers

The actions described on this page can only be performed by a company administrator. 

Travel arrangers are able to book travel for other travelers. This procedure explains how to set a user in the system to the travel arranger role and then designate the travelers for whom they are able to book travel (as an arranger). 

To set the arranger to the travel arranger role and assign travelers

1. Login to the Spotnana Online Booking tool. 
2. Select Users from Program menu. The Users page will be displayed. 
3. Locate (or search for) the user you want to assign to the travel arranger role. Click that user's name. The user's profile information will be displayed.
4. Select the Roles tab. 
5. Select Travel Arranger from the Role menu. 
6. Select the travelers for whom this travel arranger is allowed to arrange travel. The default setting is for the arranger to be able to arrange travel for "Everyone" within your organization. 
   • To set this arranger as the travel arranger for everyone in the company, select Everyone from the [USER NAME] can manage accounts for: field.
     • Note: If you set the [USER NAME] can manage accounts for: field to "Everyone", the arranger will not be able to request individual travelers for whom they want to arrange travel and individual travelers will not be able to request them as an arranger (because they will automatically be an arranger for everyone in the company).
   • To designate the specific travelers for whom this arranger can arrange travel, select Individuals from the [USER NAME] can manage accounts for: field. Then, click Add traveler and enter the email of the traveler to be added. Click Search to find the relevant traveler. Once you have found the desired user, click their name to add them. Continue this process for each traveler to be added.
     • Note: If you set the [USER NAME] can manage accounts for: field to "Individual", you can assign specific travelers the arranger, the arranger can request being made an arranger for other travelers, and travelers can request them as an arranger (because they are not automatically an arranger for all travelers).
7. When done, click Save. 

The assigned travel arranger will also receive email confirmations when they make bookings for other travelers.