How do I add or remove users?

Managing users is an administrator function accessible through Settings > Users in the ITS platform.

To add a new user, click 'Invite User' and enter their email address, full name, and assigned role (Traveler, Arranger, Approver, Administrator, or Finance). The user will receive an invitation email with instructions to activate their account.

You can add multiple users at once using the bulk import feature. Download the CSV template, fill in the user details, and upload the completed file. The system will validate the data and send invitations to all new users.

To remove a user, find them in the user directory and click 'Deactivate.' Deactivated users lose access immediately but their historical data (bookings, expenses, reports) is preserved for compliance purposes.

If you need to permanently delete a user's data for privacy compliance (such as GDPR requests), contact our support team to initiate a data deletion request.

User roles can be changed at any time by an administrator. Navigate to the user's profile and update their role assignment. Changes take effect immediately.

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Still need help?

Our support team is available to assist you with any questions.