Page Comparison

Task

Process / Helpful Hint

Benefit

• Allows Guest booking access to one or more individuals within a company

• Ability to control bookings for a non-profiled traveler

Tips

• Accounts with delegate access to the guest account will have access to all travel purchased within the account

  • Best Practice: Create multiple guest accounts 

    • For example: Your client may have an HR and a Finance department,

• • • and each department may

• • • only want to see bookings

• • • related to their specific department.

• • • In this case, you will want to create

• • • separate guest

• • • accounts for HR and Finance.

Task

Process / Helpful Hint

Create Guest Group

• Setting up and Managing Groups

Enable Change Name on Purchase Page

• Set up Display Configuration for Guest traveler

• group

  •  Setting up and Managing Display Configurations

•  Enabling the ability to change traveler name

• on the purchase page

  • Click Services Tab

  • Click Display Configurations

Image Added

• Click Display Configuration List

Image Added

• Copy display configuration that best matches what you would like to mirror

  • Click Copy to the right of the display configuration

Image Added

• Update Configuration Name: Guest – Display

Image Added

• Move down to Enable User to change the Traveler Name on the Purchase page and click the radio button next to “Yes”

•  Another option will appear: Default the Change Traveler option to

• checked. Click “Yes”

• Move to the bottom of the screen and click Save

Image Added

• Now you will need to add the Guest Display Configuration to a Set.

• This allows you to add it to the Rules.

•  Click Display Configurations Sets

Image Added

•  Click Add a New Display Configuration Set

Image Added

• Name Set: Guest Display Config

• Click Add Config

Image Added

• Click Save

Set up Service Rules

• Travel Service Rules

Commit Changes to Site

• Click Changes not applied at the top of the screen

Image Added

• You will see all uncommitted changes you have made

• . Click Commit

Image Added

• You have successfully committed all changes

Task

Process / Helpful Hint

Create Guest User profiles for each Traveler

• Follow the same steps as Option 1, but you will create a guest profile for each individual employee

  1. You will then need to assign the employee’s profile as a delegate to the guest profile you created for them

• Note: Not

• recommended, as this option requires significant upkeep

Task

Process / Helpful Hint

Allow all travelers to book for guest

Enables

all travelers to change the traveler’s name on the purchase page

and book for guests

•  Set up Display Configuration for Guest traveler

• group

  1.  Setting up and Managing Display Configurations

     •  Move down to Enable User to change the Traveler Name on the Purchase page and click the radio button next to YES

• Note: Opens up access for employees to book

• personal travel