Create a user profile

Use this procedure to manually create user profiles in the Online Booking tool for your travelers. 

This feature is only available to company administrators. 

You company may import user profiles automatically from your HR database or other system. If this is how you create user profiles within the Online Booking Tool, you do not need to create profiles manually using the procedure described on this page. 

1. Login to the Online Booking tool. 
2. Select Users from the Program menu. The Users page will be displayed. 
3. Click Manage. Then select Add manually. The Add new user page will be displayed. 
4. Select the relevant Traveler Type:
   • Employee: An individual who is an employee of the company and who has a corporate email address. 
   • Guest: Non-employees. This could be a guest traveler, a consultant, a candidate visiting your office, an intern, or any ‘one time travel’ person. Guest travelers are unable to access Spotnana Online Booking tool and book for themselves. Any travel for these guests will need to be booked by a travel arranger or company administrator.
5. Then, depending on the type of traveler you are creating, follow the relevant instructions:

   If you selected Employee as the Traveler Type

   Enter values for all required fields (those with an * asterisk next to them):  First name and Last name (under Traveler Information) Email (under Contact Details). This should be the traveler's corporate email address.  Employee number (under Employment ) - If your organization does not have Employee numbers, re-enter the corporate email address in that field.  Legal Entity (under Company Settings) If applicable, you can also enter the following:  Manager (for approvals) - Click Add Manager, then enter an email address Office Department  Cost Center Note: TMC administrators can also set the Traveler tier (VIP or Standard) field. The VIP tier is used to indicate a premium traveler tier for which you provide a higher level of service. TMC administrators can set different fees for VIP travelers. When done, click Add.

   If you selected Guest as the Traveler Type

   Enter values for all required fields (those with an * asterisk next to them):  First name, Last name and Gender (under Traveler Information) Email (under Contact Details)  Legal Entity (under Company Settings) If applicable, you can also enter the following:  Manager (if approvals are needed for trips) - Click Add Manager, then enter an email address Office Department  Cost Center When done, click Add.

6. Once you have created and saved the traveler's profile, you should also assign the traveler to a role. 

Related Topics

• Assign a user to a role