As a Swile Travel administrator, you use the platform just like any other employee: you can book trips, view your bookings, and update your traveller information.
In addition, you have advanced rights that apply to all employees in your organisation.
What are the rights of an administrator on Swile Travel?
As a Swile Travel administrator, you can manage employees, travel settings, and your organisation's billing:
- Invite employees to Swile Travel or create their account.
- Edit an employee's traveller information or delete their account.
- Edit an employee's travel policy.
- Edit an employee's approvers.
- Add, edit or delete a billing entity.
- Add, edit or delete a payment method.
- View and confirm all travel bookings for the organisation.
- Access invoices.
- Access booking exports.
- Add or remove the Administrator role for an employee.
- Set up analytical fields.
You also retain access to the Travel area, just like any other employee.
How do I add the Administrator role to an employee?
💡 Prerequisites
- You must be an organisation administrator to add or remove the Administrator role.
- The person must already have a Swile Travel account with the Member role.
To add the Administrator role to an employee on Swile Travel, follow these steps:
- Step 1: In the Employees tab, select the relevant person.
- Step 2: Open the Business travel tab.
- Step 3: In the Traveller settings section, click Edit.
- Step 4: In the Role section, select Admin.
- Step 5: Click Save to confirm the change.
The person now has access to both the Travel area and the admin area.
How do I remove the Administrator role from an employee?
To remove the Administrator role from an employee on Swile Travel, open their profile from the Employees tab, then go to Business travel and the Traveller settings section. Then follow these steps:
- Step 1: Click Edit.
- Step 2: In the Role section, select Member.
- Step 3: Click Save.
⚠️ At least one administrator required
An organisation must always have at least one administrator on Swile Travel. To remove the role from the only administrator, first add another administrator, then remove the role from the first one.
Are an administrator's bookings subject to approval on Swile Travel?
On Swile Travel, the travel policy applies to administrators by default. However, their bookings do not require approval.
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