Assign a manager to a user

Modified on Thu, 19 Sep at 2:52 PM

Assign a manager to a user

Use this procedure to assign a manager to a user's profile. 

This feature is only available to company administrators. 
  1. Login to the Online Booking tool. 
  2. Select Users from the Program menu. The Travelers page will be displayed. 
  3. Use the search field to locate the user account you wish to assign a manager to. Select the user's name. The user's profile will be displayed. 
  4. Depending on whether a manager is already assigned to this user, you will do one of the following: 
    • If no manager has been assigned, scroll down to the Employment Details section and click Add manager. Type the name of the manager you wish to assign in the search field and click Search. Click on the name of the desired user. 
    • If a manager is already assigned to the user, but you want to change the assigned manager, scroll down to the Manager field (in the Employment Details section) and click X to remove the existing manager. Then, click Add manager to assign a new manager. 
  5. Click Save.
Depending on how your company travel policies have been configured, the traveler's manager may also be the person to whom approvals are assigned for travel bookings that require them. For more details, see Assign approvers (via policy).




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