How do I add a new team or office to the organizational structure?
As an administrator, you can manage the company's hierarchy in the "Organization” tab. You can create new offices by providing details like Office Name, Address, and contact information.
For teams, assign a Team Name and link it to the appropriate office.
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My account has been activated! What should be my first step as an administrator?
Your very first step should be to set up your Organization Profile. This crucial initial setup involves defining your company's offices and creating teams within those offices. This foundational structure is essential for applying travel and expense ...
How can I top up the company wallet?
To add funds, go to the Wallet section in the Admin Dashboard. You’ll see the current Bookings Wallet balance. Click “+ Add Money,” enter the amount in AED, and select “Pay Now” to complete the transaction. This wallet is used for travel bookings and ...
Now that my admin account is active, how do I start adding my employees?
Once your admin account is active and your organization structure is in place, you can begin adding employees via the Users section on the left-hand panel of your Admin Dashboard. Navigate to Users under the Admin Dashboard. Click on the + Add User ...
After activation, how do I add my company's offices and teams to the platform?
Once your account is active, navigate to the "Organization Management" section from your Admin Dashboard. Here, you can create new offices by providing details like the Office Name and Address. After setting up your offices, you can then proceed to ...
How do I adjust spending limits for a specific expense category?
As an administrator, you can adjust spending limits by editing the relevant policy in the Policy Management section. From there, you can: Set maximum allowable amounts for specific expense categories Define daily or per-transaction limits Apply rules ...