User Creation

Once you have access to Travel Ledger you can invite other people from your company to join you.

This is done by going to Settings > Companies and Users and selecting the New Invite 'Plus' icon.

Within the Create Invite page enter the name of the user, the email address that the invite should go to and what role they should have (normal or admin), once done click save.

Admin users have access to all areas with no restrictions.

Normal users are unable to invite users, access the Users section of Travel Ledger, change Payment Profiles, Business Rules or Payment Schedules. They can still create Commercial Links.

Once saved an invite is sent out to the user, they must register via the link in the email before they are able to access Travel Ledger.

Once they have clicked on the link and registered, they will be required to complete 2 Factor Authentication (2FA).

To invite people from other companies see the section on inviting partners.

Sending Individual Partner InvitesSending Bulk Partner Invites