To add employees
To add or invite employees to the Business Account, click the ‘Invite Employees’ button at the top right corner.
There are three options:
Add Multiple Employees:
- You can paste a list of employees' email addresses if you want to bulk-send invitations. These employees will not have a role or cost centre set when they receive the email.
Add a Single Employee:
- If you’re only inviting one employee at a time, or you wish to pre-set roles/cost centres/custom values, you can use this option.
CSV Upload
To add multiple employees, start by downloading the CSV template we’ve provided. Fill it out using the correct format, and make sure each row includes the employee’s email address and role — these are required. Files with duplicate email addresses won’t be accepted.
You can also include optional details like cost centre, custom value, or group. Using groups can be really helpful if you want to apply travel policies easily.
Once your list is ready, just upload the CSV file. New employees will be added to the system and get an invite to join. Existing employees won’t be added again, and no one will be removed.
Once you’ve invited the employees, they will show in the ‘Invited’ list until they join the account, and then they’ll appear in the ‘Approved’ list. You can resend invitations at any time by clicking the box beside their email address and hitting ‘Resend’ at the top of the list.
Important: In order to associate employees with a Travel policy you may first add them to a Group of employees. For more information about this management, visit the following articles:
How to create or delete an employee group?
What are Travel policies and how to create/delete them
To delete employees
If you want to delete a pending invitation or an employee, simply select the checkbox next to the name and click on the orange button 'Remove'.