Introduction

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

Benefits

• TMC and client can edit accounts with appropriate permissions.

• Click Partner Dashboard/Console Admin Permissions link for further information.

Need To Know

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

Note: If there are fields which are edited through an HR feed or Web Services: DO NOT edit those fields manually, as the HR feed or Web Services will overwrite what you have entered once the service is triggered.

Determine how a User Account has been created and modified by accessing the account under Edit User, and look to the right of the account information:

• Type of profile creation and modification:

  • Profile Load

  • Manually

  • Single Sign On with Provisioning

  • Open Enrollment

  • Web Service

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

Open

Edit User Profile

How to access a profile

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

   Open

   

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.

Profile Edits Per Section

Support Information

The Support Information section contains a lot of useful information. Two notable sectionsare the Deem Synch ID and Policy Group.

• Login Name:  User Login ID.

• Customer ID: Specific to each user profile.  When opening a case you can add this information to help with the research process.

• User Account Creation Date: Date Account was created.

• First Login Time: 

• Last Login Time:

• Time Zone: Time Zone selected

• Deem PNR Sync ID: Specific to each user profile. Written to each offline profile and booking purchased online in Deem.  Allows Deem to sync reservations to the appropriate user profile. (arrow showing area in below screenshot).

• Last Profile Update Time:

• Privacy Policy Accepted Time: Customer accepts Privacy Policy during the .registration process

• Last Modification Time:

• Last Web Services Update Time: Will only see information if Web Services is enabled for your client, otherwise information will be blank.

• Enabled Services (Group Name): Policy group travel exists under (arrow showing area in below screenshot).
  
  

Account Permissions

Select the appropriate permissions and select Save.

• Account Type

  • End User:  Users will fall under End User.

  • Support:  Test User accounts or accounts you do not want deactivated if an HR feed or Web Services are enabled.

• Account Roles

  • Site Administrator: (Currently not being used)

  • Guest User: (Currently not being used)

  • Travel Approver Permissions: Will only be displayed if PTA is enabled.  Allows you to manually designate a profile as a manager profile (Travel Approver profile.
    
    

Personal and Employee Info

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

Employee Info and Additional Information

2. Review and update all Employee Info and Additional Information fields if available/enabled:
   Note: You may see all fields based on what is enabled under Profile Settings. Enabled fields display as an open editable field. Disabled display as uneditable (grayed out).

   • Example Fields:

     • VIP Indicator

     • Employee ID

Additional Information

3. Edit the Additional Information. This section is configured through Customer Fields.

4. Select Save.
   Note:  If the field is followed by an asterisk, it is required to complete before saving.

Addresses and Phone Numbers

The address and phone number section may contain Business and Personal address, email and phone information, and you can configure additional information through custom fields.

1. Review and update the following fields:

   • Business address, phone, business email, and Groupware ID (Calendar Integration) fields.
     Note: Additional Email 1 and 2 are custom fields: Configured through Customer Fields.

   • Home address, phone and personal email.

2. Select Save.
   Note:  If the field is followed by an asterisk, you will be required to complete the field before saving.

Emergency Contact

1. Designate who to contact incase of an emergency.

   • Full Name, Relationship, email, country, address and phone.

2. Select Save once you have completed your edits to this section.

Payment Cards

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

This section contains preferences such as home airport, reward programs, Known Traveler Number, etc.
Note: What displays is based on how you have configured your profiles under the Settings tab.  You can add and remove options as needed. 

1. Set the following preferences:

Air Preferences

• Home Airport

• Seat Preferences Air Special Request

• Air Membership (Frequent Flier Numbers)

• Meal Preferences

• Preferred Fare Type

Hotel Preferences

• Hotel Amenities

• Hotel Special Requests

• Hotel Membership (Reward Programs)

Car Preferences

• Default Car Size.

• Car Special Requests

• Car Memberships (Reward Programs)

Train Preferences

• Home Train Station

• Preferred Service Class

• Rail Carrier (Reward Programs)

• Default Search Type

Car Service Preferences

• Default alias first name

• Last Name

• Show Car Service option after booking travel: Allows user to opt out displaying car services after booking by unchecking the box.

Note: Will not display if Car Services is not enabled.

Travel Documents:

• Passport

• Visa

• National ID Information

Additional Information

• These fields created under Custom Fields.

• Below is an example of additional fields created to allow user to provide further information to the dedicated agent team, if they book offline with an agent.  It will not show within the booking process, as they know their own travel preferences.

2. Select Save.

Notifications

Not available. You must impersonate user account to edit notifications for user.

Delegates

Delegate access goes two ways: Add a delegate or Become a delegate.

Add a delegate

This process assigns a delegate to a user’s account.

1. Navigate to People Who can Book For Me.

2. Select Add a delegate.

3. Search by first name, last name or email address.
   Note: You can search by partial name or email address, as a similar name list will be presented.

4. Select the radio button associated with the delegate’s account.

5. select Save.

Become a delegate

1. Navigate to People I Can Book For.

2. Select Become a delegate.

3. Search by first name, last name or email address.
   Note: You can search by partial name or email address, as a similar name list will be presented.

4. Select a radio button associated with the user’s account.

5. Select Save.

6. Repeat process if you need to add more than one delegate or user.

Display Settings

1. Customize date, time, time zone, measurements, currency and country.

2. Select Save.