Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

As an administrator, you can use the Partner Dashboard to set up guest traveler profiles in the same way as user profiles. The guest traveler's delegate can then book travel for the guest, or the administrator can impersonate the guest traveler to book travel for the guest. A best practice is to define delegates in your organization who can book travel for others (see "Setting Delegates" in Editing a User Profile), and then create a guest traveler profile for each delegate to use as they need.

...

Follow the instructions in Adding or Editing a Display Configuration, which includes the instructions for the Booking, Change and Cancellation Configuration section. If necessary, change the “Enable user to change the Traveler Name on the Purchase page?” field to “Yes”.

Since the display configuration is part of the travel service configuration, you If you create a new display configuration it will not yet be assigned to a group that includes the guest. You will want to assign this the configuration to either a new group or an existing group that includes the guest traveler. You do that in the next step.

Adding a Guest Group with Rules

The best practice for setting up one or more guest travelers is to add a new group for the guest traveler or travelers, rather than adding them to an existing group or assigning to them the rules for the Everyone group. By doing so, you can change the rules and apply the changed rules to guests automatically.

To add a new group for Guest Travelers:

  1. Access the Deem Partner Dashboard using your dashboard User Name and Password.
  2. The Partner Dashboard à Sites | Overview page is displayed. Select a site by clicking the Settings link beside it.
  3. The Partner Dashboard à Settings Tab | Overview page is displayed.  Click the Groups tab.
  4. The Groups | Overview page is displayed.  Click the Add a New Group link.
  5. The Groups | Add Group page is displayed. Enter the Group information:
    1. Group Name:  Name the group something that is easily recognizable, such as “Guest Traveler Group”
    2. Group Use:  Select the Service Rules and Display Rules check boxes.
    3. Group Parameters:  Using the drop down lists and fields provided, enter parameters that will select the Guest Traveler to be a part of the group.
    4. Click the View All Users to assure the Guest Traveler has been selected.  Click Back.  If the user was displayed, you are ready to save the group.  If the Guest Traveler was not displayed, adjust your group parameters until the Guest Traveler is displayed.
  6. Click the Save button to save the group.
  7. Commit your changes.

1.4    Adding the Rules to the New Guest Traveler Group

If you added a new group for the Guest Traveler, attach Travel rules to the group.  If you added the Guest Traveler to an existing group, you can skip this step.

To add a new group for Guest Travelers:

...

guest travelers, see Groups Tab for Managing Groups, and keep in mind the following:

  • Enter a name that will be easily recognizable for the group, such as "Guest Travelers".
  • Be sure to check Service Rules for Group Use, so that the group appears in the list of groups for Service Rules under the Rules tab.
  • To quickly define a group that includes only guest traveler profiles, use the following parameter definition for Group Parameters:  UserIs Guest User, Is Not Null.

After adding the new group, you can attach the travel rules to the group, which includes enabling changing the name on the Purchase page. See Rules Tab for Managing Rules for instructions. The rules to assign include the Service Rules (see Service Rules for details). Be sure to:

  1. Click the Add link in the Travel column next to the guest traveler group to add a travel rule.
  2. Select the display configuration you created for guest travelers.\
  3. Click the Save button to save the rule.

 

1.5    Booking Travel for the Guest Traveler profile

...

  1. Enter the traveler’s trip requirements:
  2. After trip requirements have been selected, the Review your trip page displays
  3. Review your selections.  If you are ready to book this itinerary, click the Continue button at the bottom of the page.  The Travel | Purchase Trip page is displayed requesting additional traveler information.
  4. After reviewing the trip, click the Purchase button if you are ready to purchase this itinerary.  A Confirmation page will be displayed. 
  5. Sign out of the impersonation or Delegate session by clicking the User Name and then Close at the top of the page.

2      Additional Considerations

Several other areas may also need consideration when using the Guest Traveler functionality. 

...