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Adding a New Travel User

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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.

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Step 2: Select Users & Travelers in the left-hand panel. 

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Step 3: Select Add New User.

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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.

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Step 5: After adding the new user, you will be prompted to edit their profile. Here, select their Role and Travel Policy

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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. 

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