You usually assign a role when you add a person and give them access to the platform. However, you can change someone's role at any time.

By default, anyone with access to the platform is given the employee role. However, you can change the role assigned by selecting another option in the Role section. When you assign another role, such as travel manager or analyst, they can also perform all of the actions an employee can, for example, book trips for themselves, as well as the other actions available for their role.

For more information on the actions that each role can perform, see Roles and permissions.

Some roles can be combined to allow people to perform multiple actions in the account. By default, travel manager, people manager, and admin roles are granted at the account level. However, you can choose to restrict certain roles at the company level, for example, the people manager role, or to specific people, such as the analyst and travel manager roles.

Changing a role

1. Go to the People page.
2. Search for the person and click their name.
3. Go to the Personal tab, under Access and permissions, click Edit.
4. Select the new role.
5. Click Save.

Assigning multiple roles

You can combine certain roles to allow people to perform more actions in Perk. For example, you can assign the travel manager role to manage trips and the analyst role to view reporting on travel spend simultaneously. 

Some roles can’t be combined. For example, an admin role can’t be combined with other roles, as they already have access to all features.

1. Go to the People page.
2. Search for the person and click their name.
3. Go to the Personal tab, under Access and permissions, click Edit.
4. Under Roles and Permissions, select Specialist roles, and choose the relevant roles. 
5. Click Save.

Assigning roles by company or by person

Roles and permissions can be granted at the account, company, or person level. By default, you assign a role at an account level. In other words, people can perform that role for anyone in any company in the account.

For certain roles, you can choose to give people access to a specific company only. For example, your account has two companies, Company A and Company B. You assign the travel admin role to Alex Perez for Company A. This means that Alex Perez can only book travel for people who belong to that company and can’t manage travel for Company B. He can’t access any bookings or perform any tasks for people in Company B.

Certain roles allow you to further restrict access by allowing them to perform tasks for specific people within a company. For example, travel manager and analyst roles can perform tasks only for selected people.

You can also configure Perk to allow people to perform the same role in multiple companies. For example, they act as an analyst for both Company A and Company B, but are employed by Company A.
 

If you restrict travel manager or analyst access to a specific group of people, they can’t have a people manager role. They must have access at the company level to combine it with the people manager role.

You can either add them to your account as a new person or change their role. Once you've selected their roles, at the bottom of the page, go to Role responsibility, and choose all companies or selected companies. 

For company admins, they can only edit cost object, payment profile, address and user group settings where they have permission. If the setting is used by multiple companies, they can only view the setting; they can’t change it. For example, a company admin can view all cost objects used by their company, including those assigned to all companies. However, they can't change any of the cost object configuration or assign cost object approvers that don’t belong to their company. Only account admins (or a company admin with permissions for all assigned companies) can perform this task.