This article is for Swile Travel administrators. Like any user of the platform, an approver can book trips, view their bookings, and update their traveller profile information. In addition, they have advanced permissions that apply to all employees for whom they are designated as approver.
💡 Things to know before assigning a Swile Travel approver
- To become an approver, the person must first be created as a user.
- The approver role can be added to or removed from any user in your company.
- An employee can have multiple approvers.
👀 What permissions does an approver have on Swile Travel?
A Swile Travel approver has the following permissions:
- Approve or reject booking requests from their employees, according to their travel policy. For each request, the approver receives an email inviting them to approve the booking.
- View the bookings of employees for whom they are the approver, in the Employee Trips section.
- Assign or remove the approver role from another user.
🔍 How do I view the list of approvers on Swile Travel?
As a Swile Travel administrator, you can view the list of approvers directly from the Employees menu.
- Go to the Employees menu.
- Click on Columns, then tick the Approvers box to display this column.
The Approvers column will then be added to the table and, for each employee, will show the approver assigned to them.
➕ How do I add an approver to one of my employees on Swile Travel?
To assign the approver role to an employee on Swile Travel, follow these steps.
- Step 1: Click on Employees.
- Step 2: Find the employee you want to assign an approver to, then click on their name.
- Step 3: Click on the Business Travel tab.
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Step 4: In the Traveller Settings section, click Edit.
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Step 5: In the Approvers section, open the dropdown menu, type the name of the desired employee, click on it, then click Confirm.
👥 How do I add an approver to several employees at once on Swile Travel?
To assign the same approver to several Swile Travel employees at once, first tick the relevant employees in the list.
- Step 1: In the Employees menu, tick the names you want.
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Step 2: At the bottom of the page, click Bulk Edit, then Edit Approvers.
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Step 3: Select the names of the approvers.
- Step 4: Click Confirm.
➖ How do I remove an approver on Swile Travel?
To remove the approver role from an employee on Swile Travel, follow these steps.
- Step 1: In the Employees menu, click on the employee's name.
- Step 2: Click the cross next to the name of the approver you want to remove.
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Step 3: Click Confirm.
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