You choose to add people to your account by giving them:

• No access: Can’t sign into Perk. Any trip updates are sent to their email.
• Access: Can sign into Perk and manage their own trips and profiles.

For example, you may want to add a CEO as a person on Perk, but allow her executive assistant to create and manage any trips for her. You add her with her email address, but select No access. This means she’ll still receive any information about her upcoming trips via email, but won’t need to manage anything associated with the trip.

If you want to give a person access to Perk, the email address that you enter must be unique. It can’t be used by any other person with access to Perk.

If you want to invite a person but not give them access, you can use an existing email address. However, bear in mind that any trip updates are sent to this address. You can select a different email address to receive trip updates by selecting the Send trip updates to a different email checkbox and entering another email address.

You can remove access from employees when they leave your company by selecting No access in their profile. This means they’ll no longer be able to log into the platform to book new trips, but any trips already booked are maintained. Booking information is sent to their existing email address unless you change the email address to which they receive trip updates.

Give access when adding a new employee

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.

Note: Company admins and people managers can only give access in the companies where they have permissions. Account admins can give access in any company.

Edit an existing employee’s access

1. Go to the People page.
2. Find the employee you want to edit and click their name.
3. Under Access and permissions, click Edit.
4. Under Roles and Permissions, select their role.
5. Click Save.

Tip: If you need to change access for a large group of people, contact your account manager.