Travel Manager Permissions

Overview

Available on Ramp Plus. See Ramp Plus overview for plan details.

Travel Manager permissions let designated users book trips on behalf of other employees and manage travel settings for the company. This article explains how admins can create and assign a Travel Manager custom role, and how Travel Managers can book, manage bookings, and update travel policy settings in Ramp.

How to set it up

Note: Travel Manager permissions are automatically applied to all admins. To assign them to a regular non-admin user, create a custom Travel Manager role with these permissions, then assign the user to that role.

To create a custom role, admins should go to the Company>Settings> User roles page and create a new custom role with Travel Manager permissions. Read more about Creating a Custom Role.

Ramp Settings User roles page with Create custom role button highlighted

Create custom role dialog with Travel Manager permissions selected

How it works

A user with the Travel Manager permissions can book travel for the entire company and/or manage travel settings.

To make a booking

Go to the My Travel page, select Book for someone else, and book a trip for any employee in your company:

My Travel page with Book for someone else option highlighted

To manage a booking

Go to My Travel page -> View all bookings-> locate the booking made for another traveler:

Bookings page showing trips booked for other travelers

Click on a booking and go to the Manage your booking section to confirm the available support options:

Booking detail panel with Manage your booking options

To manage company travel settings

To manage your company travel settings on Ramp, navigate to Travel > Manage:

Travel management page with Manage button highlighted