When you add new people to your account, you can decide whether they should have access and which role and permissions to give them.

You can add new people to your Perk account in three ways:

• Add and activate
• Invite with activation link
• Add a new person during the booking process

For more information about employee profiles on Perk, see Manage a person's profile.

Note: Company admins and people managers can only add people for the companies they have been given access.

Tip: While you can manually invite people from Perk, you can also automatically add people using an HRIS integration, with an SCIM or ERP integration.

Add and activate

If you want to add one person, configure specific settings, or if they need to travel immediately, you can add and activate them right away. You can decide if they have access to the platform or not.

Once the new profile is created, they can be added to trips immediately.

The person receives a welcome to Perk email, and they can sign in to their account using their email address and the one-time password (OTP) or SSO.

1. Go to the People page.
2. Click Add people and select Add and activate.
3. Enter their personal information and email address. You can also add a secondary email where they receive trip updates.
4. Decide if they need access to the Perk and click Next. If you select Allow access, you can select their role on the next page.
5. Add all of their account settings, including company, travel policy, approval process, line manager, and cost object.
6. Click Add and activate.

Invite with activation link

You can invite multiple people at once, giving them access to sign into Perk.

To access Perk for the first time, invited people must click an activation link that they recieve by email. The link in the email expires after 30 days. If the link has expired, you can resend the invitation. Similarly, you can revoke invitations at any time.

Note: Invited people must activate their accounts before they can be added to trips.

You can include a custom message in the welcome email and select their role. You can also add their account settings, such as company, travel policy, approval process, and cost objects. 

1. Go to the People page.
2. Click Add people and select Invite with activation link.
3. Enter the email addresses of the people you want to invite.
4. Next to Roles and Permissions, click Edit, select their role, and click Next. All of the people you add will have the same role.
5. Next to Organization, click Edit and add all of their account settings, including company, travel policy, approval process, and cost objects. Then click Save.
6. Decide if you want to add a custom message.
7. Click Send invite.

Add a new person during the booking process

You can also add new people when searching for travel options for a trip. They receive a welcome email inviting them to Perk to activate their account.

The link in the welcome email expires after 30 days. If the link has expired, you can resend the invitation. Similarly, you can revoke invitations at any time.

Note: Invited people must activate their account before they can be added to trips.
If you're using single sign-on (SSO), make sure that it’s not mandatory to log in first.

1. When you are searching for a trip, start typing the name of the new person in the Add traveler field, and click Register new traveler.
   
   
   
    
2. Enter their personal information and email address. You can also add a secondary email where they receive trip updates.
3. Decide if they need access to the Perk and click Next. If you select Allow access, you can select their role on the next page.
4. Add all of their account settings, including company, travel policy, approval process, line manager, and cost object.
5. Click Add and activate.