Implementation Guide
...
To download above documents:
...
On the Sites tab, select Add a New Site.
In the Domain template to clone drop-down list, select the template you want to use.
Complete the domain and company details.
Company Name: Required.
Company External ID: Reserved for Deem use only. This ID is unique to the customer and only required when requested by Deem configuration manager for custom work.
DK Number and DK Number Prefix: Disregard these fields; no longer used.
Site ID: Required. Enter a domain short name with a maximum of 50 characters. No special characters other than dashes are allowed. For example, if the company name is Acme Corporation, enter acme-tmcname.
Domain URL: Required. Auto pre-fills with the Site ID. Select http://deem.com from the drop-down list.
Website URL: Customer website (optional)
Phone Number: Required. Contact phone number of the TMC or direct client.
Address: Required. Address of the TMC or direct client
Currency: Required. Pre-fills based on the country selected, but you can select a different value.
Complete the contact and general information fields.
Feedback Email: Enter the agency’s email address.
Number of Employees: Required. Enter the best guess round number. This field is important for user statistics.
Annual Air Spend: Not required.
Contract Date: Enter the date that the contract was received or when you started the site.
Industry: Required. Select the agency’s industry.
Company Entity Type: Select whether the company is public or private (optional). If Public is selected, anyone will have the ability to Google and find the site.
Company Usage Type: Required. Select Customer.
The Add an Admin Account is no longer used.
Select the languages in which the site will be available.
Note: You will need to translate custom messaging. For more information, refer to Dynamic Site Messaging.Select Save to create the new site. Site creation may take a couple minutes to replicate all site details. A confirmation page displays once the site has been successfully created.
...
In the Settings tab in the Email Settings section, ensure that the Application URL is the same as the domain URL entered when creating the site. If you do not update this field, the site will not work.
In the Settings tab, update General Settings.
In the Settings tab, update Company Information.
In the Settings tab, update Mobile Settings.
In the Settings tab, update the logo in the Logo Upload section.
In Services tab, select Travel Agency then Custom PNR. Update the Custom PNR script that contains the BAR name.
Determine how many groups the client needs based on what one set of employees can see over another (for example, VIP, Executive, Guest, Default). If the site was cloned, the groups in the template are copied into the new site. Groups can be based on a variety of factors, such as travel policy, display policy, and payment options.
...
The Settings tab lets you manage settings across the entire site, such as application URL, support contact information, enrollment settings, password settings, and single sign on.
The Users tab lets you create, edit, impersonate, deactivate, and reactivate accounts. Create profiles by adding manually, uploading, via SFTP data transfer, via a web service, or through open enrollment.
The Services tab lets you manage travel settings, such as travel agency, vendors, travel policy, custom fields, private rates, pre-trip approval, travel rules, and payment. Refer to Travel Policy Best Practice for more information about configuring the travel policy.
The Groups tab lets you create user groups in order to manage user access to travel services. In order to control spending, organizations can configure travel services to allow certain kinds of bookings and disallow others. By assigning travelers to separate “Groups,” it is possible for you to assign different rules to various types of users. A user’s access to services and other options is determined by the groups to which the user belongs.
The Rules tab lets you enable or disable configurations.
The Reports tab provides summary and detailed reports.
The Profiles tab lets you upload and/or extract user and delegate user accounts/profiles, upload unused tickets, and schedule ongoing HR feeds.
Rules tab
A site administrator with full access will have access to the Rules tab. The Rules tab provides access to bring your configurations together.
Please click links below for further information.
Service Rules – These rules enable or disable the services for a group. Often referred to as the Travel Service Rules.
Account Rules – Disregard no longer used.
Groupware Rules – These rules define the various groupware servers available to a group.
Display Option Rules – These rules define the default user settings for date, time, and measurement fields.
Web Services Rules – These rules enable or disable Web Services access for a group of users.
Mobile Rules – Disregard no longer used.
Dynamic Profile Attribute Assignment Rules – Disregard no longer used.
Note: Documents without links will be created soon
Profiles tab
A site administrator with the appropriate permissions will have access to upload and/or extract user and delegate user accounts/profiles, upload unused tickets, and schedule ongoing HR feeds.
Please click links below for further information.
...
...
...
...
...
There are several optional services available, and they may require an SOW. The following require a Deem Support Case and email to Channel Sales Director.
Cost Allocation (Enhanced Custom Trip Field)
Important: Testing is critical. Test each new site prior to signing off and releasing to the client, or any time you configure something new, to ensure that the site works as expected.
Additional resources
Please click the links below for further information.
...