Certify Travel administrators can quickly and easily create a new user in Certify Travel which will link to a user's Certify account. This article shows you how, as an administrator, to add a new user to Certify Travel.
Step 1: On your account homepage, select the Travel tab. On the next page, click Search & Book Travel.
Step 2: Select Users & Travelers in the left-hand panel.
Step 3: Select Add New User.
Step 4: Enter in the details for the new user. Click Add.
Please Note: the email address used in Certify Travel must match the email address for this user in Certify Expense.
Step 5: After adding the new user, you will be prompted to edit their profile. Here, select their Role and Travel Policy.
If you are granting the Coordinator role, you will be able to select whom this person can book for at the bottom of their profile.