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Team Admin
Team Admin
Manage your team's settings
+1
15 articles in this collection
Written by
Robin Smith,
Hayley Marsden,
Alex Detheridge
and 1 other
Set a custom email footer
Add custom messages to your travellers' booking confirmation emails.
Written by
Alex Detheridge
Updated over a week ago
How to change your approvals settings
Find out how to change your approval settings
Written by
Annie Walker
Updated over a week ago
Set up billback policies for your team
Decide what elements of their hotel stay your travellers can charge to account.
Written by
Robin Smith
Updated over a week ago
Set up billback options
Enable your team to use billback as a form of payment for hotel bookings.
Written by
Hayley Marsden
Updated over a week ago
Change your team name
Find out how to change the name of your team on Click Travel
Written by
Hayley Marsden
Updated over a week ago
Team members
Add team members
Find out about sharing Click Travel with your team and how to add new team members.
Written by
Hayley Marsden
Updated over a week ago
Import team members into Click Travel
Update your team members through a bulk import.
Written by
Hayley Marsden
Updated over a week ago
You ask: "Why can't I see all my team member's information?"
You added a new team member. But now you can't see part of their profile. Why is this?
Written by
Hayley Marsden
Updated over a week ago
Controlling access with Roles
Roles determine what permissions and restrictions your team members have when using Click Travel.
Written by
Hayley Marsden
Updated over a week ago
Import team members without email addresses
Give travellers without emails a Team Member Reference to use with the Member import.
Written by
Hayley Marsden
Updated over a week ago
Export your team members
Get a list of all your users for your own records or to make changes for import.
Written by
Hayley Marsden
Updated over a week ago
Custom fields
Set display criteria for booking custom fields
Choose when booking custom fields are shown at checkout and ask only for the information you really need.
Written by
Hayley Marsden
Updated over a week ago
How to add a new option to a custom field that uses a pre-defined list
Some custom fields use a pre-defined list (e.g. cost centres, product codes, reason for travel.) Team Admins can add options to the list.
Written by
Hayley Marsden
Updated over a week ago
Valid characters for custom fields with Type set to Text
How to predefine the format of additional information typed in as text at checkout and avoid mistakes being made (e.g. wrong cost codes).
Written by
Hayley Marsden
Updated over a week ago
Lookups
Look up additional information based on the data captured for each traveller.
Written by
Hayley Marsden
Updated over a week ago