Buying in bulk is financially efficient, much like assigning roles to Employee Groups is time efficient. Money saving, time saving - what a wonderful world to live in, among your wall of 50 pack toilet rolls and 30 gallon drums of raspberry cordial.
Assign Via Groups means to use Employee Groups to bulk assign/update roles ie. Travel Arranger, Authoriser or Risk Authoriser to a specific Employee Group. As a Company Administrator, you have the ability to assign different profile levels to a an Employee Group.
In the Locomote Corporate Travel Platform you can do continue to manage the company data and profiles of your travellers and higher-level roles like Travel Arrangers and Authorisers, ensuring you spend less time going from profile-to-profile and more time finding storage space for all of your slabs of meat.
Remember
Performing bulk assignments is an irreversible process. Please ensure that you confirm the assignments you are making before proceeding.
In order to bulk assign to an Employee Group, the group will need to be created or properly configured. To create, edit or disable Employee Groups, refer to this article here.
Bulk assign Travel Arrangers
Click on the user Avatar and select Admin to access the Admin home page
In the left-hand panel under Assign Travellers Via Groups, select Travel Arrangers
From the Assign Travel Arranger to Groups page, identify the Group from the list that you wish to bulk assign the Travel Arrangers to. To make it easier, you can sort the list by the headers (Name, Type, Created at and State ie. Active or Inactive)
Click on the Name (displayed in blue text)
On the 'Assign Travel Arranger to Everyone in...' select each Travel Arranger individually or select the checkbox in the header, which will select all travel arrangers in the group
Click Assign Employees which will bulk assign all selected users to the selected Employee Group
A green notification banner will display, "Selected users have been successfully assigned" confirming the user has been added.
Bulk assign Authorisers
Click on the user Avatar and select Admin to access the Admin home page
In the left-hand panel under Assign Travellers Via Groups, select Authorisers
From the Assign Authoriser to Groups page, identify the Group from the list that you wish to bulk assign the Authorisers to. To make it easier, you can sort the list by the headers (Name, Type, Created at and State ie. Active or Inactive)
Click on the Name (displayed in blue text)
On the 'Assign Authoriser to Everyone in...' select each Authoriser individually or select the checkbox in the header, which will select all authorisers in the group
Click Assign Employees which will bulk assign all selected users to the selected Employee Group
A green notification banner will display, "Selected users have been successfully assigned" confirming the user has been added.
Bulk assign Risk Authorisers
Click on the user Avatar and select Admin to access the Admin home page
In the left-hand panel under Assign Travellers Via Groups, select Risk Authorisers
From the Assign Risk Authoriser to Groups page, identify the Group from the list that you wish to bulk assign the Risk Authorisers to. To make it easier, you can sort the list by the headers (Name, Type, Created at and State ie. Active or Inactive)
Click on the Name (displayed in blue text)
On the 'Assign Risk Authoriser to Everyone in...' select each Risk Authoriser individually or select the checkbox in the header, which will select all risk authorisers in the group
Click Assign Employees which will bulk assign all selected users to the selected Employee Group
A green notification banner will display, "Selected users have been successfully assigned" confirming the user has been added.
Need to Know
If you wish to bulk assign an Authoriser to a particular Employee Group but the Authoriser's name does not appear in the listing, this is because the Authoriser has not yet been assigned to an Authoriser Group. Please refer to this tutorial.