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1. Click the Users tab in the Partner Dashboard. The Users | Overview page appears. 
2. Click the Edit a User link to edit a user's profile. The Users | Edit a User page appears. 
3. Enter search criteria as shown in the figure below. This can be a full or partial first name, full or partial last name, full or partial user name, email address, or employee ID. You can also refine your search by account type (End User, Support, or All), to include only users that were manually added, or to include only users that are active.
   
    
    
4. Click Search. The Search Results section appears with a list of names:
   
    
    

5. Click the name link in the Name column to show the user's profile. The right column of the profile shows the user's information (title, first name, last name, etc.). The left column provides links for viewing information and editing the profile: 
   
   

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• Account Type: Click one of the radio buttons for the account type: 
  • End User: This is the default selection for all users except support users.
  • Support: A Support user's activity is not included in reports or statistics. A support account is usually a site administrator or someone who will perform testing or QA on a site and not be a traveler.  If checked, this user will not appear in the reporting for the site and will not be overridden by a profile upload.
• Account Roles: Click all checkboxes that apply:
  • Site Administrator: Click this checkbox if this user should have access to the Admin Access Dashboard, which includes analytics on spending for multiple service categories. For self-service sites, see Self-service Admin Access. For serviced sites, see Admin Access.
  • Travel Approver Permission: This appears if pre-trip approval is configured for your site. Click this checkbox to give the user the ability to approve or decline trips. For details, see Setting Up Pre-Trip Approval.
  • Shopping Approver Permission: This appears if Shopping is set up for your site. Click this checkbox to give the user the ability to be an approver in Shopping. For details on configuring Shopping, see Deem Shopping.
  • Expense Approver Permission: This appears if IF Expense is set up for your site. Follow these steps:
    1. Click this checkbox to give the user the ability to be an approver in Expense. The Expense Threshold Amount field appears.
    2. Enter the threshold amount for approval in the Expense Threshold Amount field.
       Note: For details on configuring Expense, see Deem Expense.
  • Payer Permission: This appears if Expense is set up for your site. Click this checkbox to give the user the ability to be a payer in Expense. To learn how to manage payers and assign them to groups, see Managing Payers and Payer Groups.

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• Addresses and Phone Numbers: View or edit the address and phone. The Addresses page appears with fields that include business and home addresses and contact info, including an email address for sending confirmations (and a field to enter an alternate email address), and the groupware ID for synchronizing with calendars (see Setting Up Groupware Integration for details).
• Emergency Contact: Click to view or edit the emergency contact information. 
• Payment Cards: Click to view or edit the user's payment cards. You can assign default cards to flight, train, hotel, rental car, and other travel services by selecting a different card for each service's dropdown menu: Airline, Hotel, Rental Car, Train, Shipping, Airport Parking, and Car Service (not all services may appear depending on your site's configuration). 

Note: To add a new card, Click Add payment card to add a new payment card and follow these steps:

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Click Save at the bottom of the Travel Preferences page to save your changes.

Note: To commit all of your changes, click the changes not applied link at the top of the page. The Commit Changes page appears. Click the Commit button.

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To add the user as a delegate for someone else, or to add someone else as a delegate for the user, click the Delegates link in the Delegates section of the left column of the Users | Edit a User page. 

• To add a delegate for the user: Click Add a delegate in the People Who Can Book For Me section. The Add a Delegate page appears. Enter a name or email address in the Search field to search for the person who will act as the user's delegate. Click the radio button next to the person's name in the search results, and click the Select button. A confirmation email is automatically sent to both the user (confirming the user's delegate) and to the person you have set as the delegate for the user. 
• To add the user as a delegate for someone else: Click Become a delegate in the People I Can Book For section. The Become a Delegate page appears. Enter a name or email address in the Search field to search for the person for whom the user will be a delegate. Click the radio button next to the person's name in the search results, and click the Select button. A confirmation email is automatically sent to both the user (confirming that the user is now a delegate) and to the person for whom the user will be a delegate. 
• To delete a delegate: If you want to remove a delegate from the user's account, click the Edit button next to "Delegates". You can then click Delete to remove the delegate from the account.

Changing Display Settings

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You can then set the date format, time format, time zone, measurement type, currency, and country.

Note: The time zone must be accurate for the hold and cancel functions to work properly.

Click Save to save your changes.

Note: To commit all of your changes, click the changes not applied link at link at the top of the page. The Commit Changes page appears. Click the Commit button.