General roles are for people who don't perform specific tasks related to your company's travel and/or spend.
The guest and employee roles are for people who only need to book travel, and the account admin role is used for managing your account and company settings.
For more information, see Roles and permissions.
Guest
Guests can be employees or external people whose travel costs are covered by your company. This role allows guests to flexibly choose flights, stays, and other travel options, but gives your company control over what information they can access and the travel options available to them.
They can’t view other people’s trips, book for anyone else other than themselves, or see or edit company settings. For example, when a guest books a trip, they don’t see any cost objects, invoice profiles, or payment methods other than the ones they are assigned to.
Guests receive all travel-related communications about their trip. When you add a guest to Perk and give them access, they receive a welcome email containing a link that allows them to sign in and book their trips. Since the email address is used to identify the guest on the platform, it must be unique. You can’t create two guests with the same email address.
All guest trips require approval and must be assigned to at least one approval process, where all trips, both in policy and out of policy, must be approved.
Guests cannot edit any of the payment information during the booking process. The approver is responsible for checking that all billing details for the trip are correct. For this reason, guest trips must always be manually approved. You can’t set up an automatic approval process for them.
If your company has invited the guest to an event, they can view the event details.
Guests can upload any expenses and invoices associated with their trip, such as taxi fares or meals, and any expense type enabled in the company. Unlike booking, they can view and select any cost objects that are accessible to everyone.
If the company has enabled card requests, guests can also request a corporate card to cover their expenses directly.
Guests can:
- Search and book trips for themselves
- Manage their own profile.
- Submit their own expenses.
- Request and manage their own corporate cards.
- View their own card transactions.
- View events they are invited to.
Guests can’t:
- View or book trips for other people.
- View, add, or edit payment information on a trip.
- View or change other people's profiles.
- Create new events.
For more information, see Create a guest profile on Perk.
Employee
Employees are the core of Perk. They can choose and book flexible travel combinations for their trips. They can create trips that include other employees in your company and events for up to 10 people, to synchronize their travel plans with others.
Employees can update their own profiles, add personal information, contact details, and travel-related information such as contact details, travel documents, personal payment cards, discount cards and loyalty programs.
They can choose the language and display preferences for Perk, and set an out-of-office if they are responsible for approving other employees’ trips.
Employees can:
- Book flights, stays, trains, and cars for themself and others.
- Edit their profile, view their role, add travel documents, discount cards, and loyalty programs.
- Add medical and baggage insurance.
- Cancel or change their trips.
- Create and manage events.
- Set a travel delegate to approve trips when they are out of the office.
Employees can’t
- See other people's trips that they haven’t booked.
- Add people to the platform.
- Add or edit a payment profile.
- Edit their travel policy.
- View travel spending.
Account admin
Account admins are responsible for overseeing the operation of your Perk account. This role provides access to the configuration for all companies in the account and can’t be restricted to a specific company.
Account admins manage all platform settings, such as setting up travel policies, payment profiles, and configuring any third-party integrations that you may want to use.
They can add people to the platform, edit profiles, and configure the role assigned in Perk.
At least one person must be assigned to this role for each account, usually someone from the IT department responsible for the implementation. You can decide who is assigned to this role when you get started with Perk.
Admins can:
- Manage people, including profiles, and settings.
- Set and change roles and permissions.
- Manage the Perk account, including subscriptions and add-ons.
- Create and manage all companies in the account.
- Manage all platform settings and integrations, including travel policies, approval processes, and cost objects.
- View and manage all company trips.
- View travel reporting and invoices.
- Set up and use any company payment profile at the checkout.