Guests have access to Perk and can book trips for themselves only. They can’t see company-related information or any sensitive data related to other employees. All guest-booked trips must be approved.

There are two ways to create a guest profile on Perk:

• Invite with activation link: Invite guests by email to access the platform and book their own trips.
• Add and activate: Add guests who need to manage their own trips or who need to be added to trips immediately.

You must assign guests to at least one approval process where all trips need approval. Guest trips can’t be automatically approved. If you delete the approval process assigned to a guest, they can’t book any trips. They need to contact an admin to be assigned to an approval process and continue with the booking.

Invite with activation link

1. Go to the People page.
2. Click Add people and select Invite with activation link.
3. Enter the email address of the person you want to invite.
4. Next to Roles and permissions, click Edit, select the Guest role, and click Save.
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.

The guest must activate their accounts using the link in the welcome email before they can be added to trips or use the platform.

Add and activate

1. Go to the People page.
2. Click Add people and select Add and activate.
3. Enter their personal information and email address. 
4. Select Allow access and click Next.
5. Select the Guest role, and click Next.
6. Add all of their account settings, including company, travel policy, approval process, line manager, and cost object.
7. Click Add and activate.

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

Note: If you don’t want to send the welcome email to the guest or let them sign into the platform, you need to create them with the No access role.