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
• User 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 see 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?

When you're on an employee's profile (from the Employees menu), in the Business Travel sub-tab, you can edit the information found in the three sections below.

🤓 Personal Information section

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

• Surname, first name, date of birth and gender
• Email address and phone number

📊 Settings section

The Traveller Settings section lets you configure all information related to business travel:

• Role (user or administrator)
• Billing entity
• Approvers

🪪 ID Documents and Benefits Programmes section

The ID Documents and Benefits Programmes section 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)