How to update an employee's profile on Swile Travel

This article is for those authorised to manage profiles on Swile Travel: administrators and profile creators (User Creator). It explains how to view and edit an employee's profile from the admin area.

👀 Who can edit an employee's profile on Swile Travel?

There are two roles that can edit an employee's profile on Swile Travel:

• Administrator
• Users with the Profile Creator (User Creator) role

🧭 How do I access an employee's profile on Swile Travel?

To open an employee's profile and view all travel-related options, follow these steps from your Swile Travel admin area:

1. Step 1: Go to the Employees tab.
2. Step 2: Filter by the Travel product.
3. Step 3: Click the Columns button (top right), then tick the items related to Swile Travel to display more details.
4. Step 4: Click on the relevant employee.
5. Step 5: Click on the Business Travel tab.

✏️ What information can be edited in an employee's profile on Swile Travel?

In the Business Travel tab of Swile Travel, you can edit the employee's information in three different sections, as shown below.

🤓 What does the Personal Information section on Swile Travel contain?

The Personal Information section on Swile Travel contains the employee's identity details. Click Edit, make your changes, then save. You can edit:

• Name, surname, date of birth and gender
• Email address and phone number

📊 What does the Traveller Settings section on Swile Travel contain?

The Traveller Settings section on Swile Travel lets you set up all information related to business travel:

• Travel policy (default or customised)
• Role
• Billing entity
• Approver

🪪 What does the ID Documents and Benefits Programmes section on Swile Travel contain?

The ID Documents and Benefits Programmes section on Swile Travel lets you add documents that may be required for certain bookings, as well as the employee's personal loyalty cards:

• Passport
• ID card
• Driving licence
• Benefits programmes (loyalty cards)