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How to set up a travel policy for taxi transfers?
How to set up a travel policy for taxi transfers?

Create a company travel policy for taxi transfers.

Updated over 5 months ago

As an administrator, you can adjust the booking criteria for taxi transfers directly on the travel policies you create.

🧑🏽‍💻 On your desktop computer:

  1. Click on your profile picture

  2. Click on the "Travel policy" tab

  3. Click on the "+ Add" button

  4. Give a name to the travel policy

  5. Click on the "Transfer" section in the side menu

  6. Define the "Maximum authorized price per transfer"

  7. Click on the "Save policy" button

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🟠 Attention: don't forget to then assign the newly created travel policy to the concerned travelers. If you don't assign a travel policy to a user, they will automatically be linked to the default travel policy.

📌 To learn how to assign a travel policy to a user, please consult the following article.

☝️ Note: this feature is only available on desktop for users with an "administrator" role on the platform.

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