Once you've created an account in TruTrip, you're ready to set up your company. Before your team members can start traveling you'll need to set your company profile, travel policies, define the payment methods and add users to your company.
1. Update your company profile & billing details
In the main navigation go to company profile and make sure to add your company name, office address and billing information. Note that, without your billing information all invoices will miss this data when booking trips.
2. Set up your travel policies and approvals
Depending on your company's preference, you can create multiple travel policies where you define how you want your employees to book trips and set up any required approval flows.
Policies can be assigned to different individual users, or entire user groups so will be able to set compliance, safety, financial, and budget controls as required by your business.
To learn how to set this up, check out how to set up policies & approvals .
3. Add your payment methods
When you've set up your basic company settings and your travel policies, you can add the different payment methods that you want your travellers to be able to user. At the moment you can allow your team members to use:
- Card payments
- Prepaid deposit wallets
Read more about how to set up payment methods for your team in this article.
4. Invite your team members and create groups
When your policies, approvals and payments methods you're ready to add your travellers! From the main menu navigate to the user management page to add your team members as travellers.
In addition you can create multiple groups that your team members can be part off for more control and reporting insights in the future. Check out how to add team members and creating and managing user groups to learn how to set this up.