Team Admin

Manage your team's settings

14 articles in this collection
Written by Robin Smith, Hayley Marsden, and Annie Walker

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