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nameEdit User Account_14Sept23.pdf

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Table of Contents

Introduction

User profiles can be edited through the Deem Partner Dashboard with appropriate permissions.

Table of Contents

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Benefits

Need To Know

Profiles can be edited manually or through an HR feed, User Profile Upload or Web Services.

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Note: You may see a profile created by one service and edited by another. With modification, it shows how the profile was last edited.

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Edit User Profile

How to access a profile

  1. On the Users tab, select Edit a User.

  2. Search for the user or users you need to deactivate. You can search by partial information.

    • For example, if you were looking for the last name of Never, enter Nev. Deem conducts a similar name search for all fields.

    • If you have multiple email domains, you can search by a wildcard by entering % just before the domain, such as %deem.

    • If you know there are fewer than 200 user accounts you can leave all search options blank and select search.

  3. Select the account name to display the user account.

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  1. Update all Personal, Employee, and Additional Info fields if available and necessary. Personal Information includes the following bullets if enabled for edit and or view.

    • First Name

    • Middle Name

    • Last Name

    • Suffix

    • User Name

    • Birth Date

    • Gender

      Image Modified

Employee Info and Additional Information

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  1. Configure payment options. Payment options can be configured based on groups (examples below).

    • VIP: Purchase using credit card within profile.

    • Executive: Purchase using credit card within profile or site card.

    • Default Group: Purchase using site card.

  2. Configure payments. Payments can be configured in several ways.

    • Restricted to site card (company corporate card).

      • The site card can be restricted for each service, but keep in mind with hotels the card is for guarantee only. 

      • If a site card is set to required, the user has the ability to add their credit card to their profile, but they will not have the ability to select it as a default for those services which are restricted.

    • Use card within profile.

    • Allow user to select between site card or card within their profile.

    • Example:

      • Air - Restricted to site card.

      • Hotel - User’s Credit Card from profile.

  3. Select Save.

Service Preferences Travel

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