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Setting Up Approval Flows or View-Only Access

Inez Mugure avatar
Written by Inez Mugure
Updated over a week ago

Summary:

Approval flows ensure certain trips are reviewed before confirmation. View-only access lets users see bookings without making changes.

To Set Up Approval Flows:

  1. Go to Settings > Approval Flows.

  2. Create a new flow and name it (e.g., “International Travel Approvals”).

  3. Select who needs to approve (Manager, Finance, etc.).

  4. Assign the flow to relevant agents or teams.

To Assign View-Only Access:

  1. Go to Settings > Roles & Permissions.

  2. Assign the Viewer role.

  3. Save changes.

🔔 Tip: Use approval flows for high-value trips or specific destinations.


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