Specialist manager roles are designed for high-level oversight. These are ideal for HR or People team members who manage employee profiles, or people who handle travel bookings for the entire organization or just specific people.
For more information, see Roles and permissions.
Travel manager
The travel manager role is designed to let you delegate travel management tasks to a specific person within your company.
Travel managers are responsible for booking trips on behalf of other people and adjusting travel arrangements, if required. For example, an executive assistant who books flights and accommodation for the CEO’s trips.
They can view and edit upcoming trips for the people they manage and see past trips. They are the main point of contact for all travel arrangements, meaning that if cancellations occur, travel managers receive notification and can act to solve any issues with the booking.
They can edit specific information in travelers’ profiles, such as travel documents, loyalty programs, and discount cards.
When a trip is booked by a travel manager, the approval process can be automatically skipped if desired. Travel managers can choose to send for approval or to skip and book. Approvers are notified that approval has been skipped for the traveler’s trip, and the action is tracked in the reporting page.
When you assign the travel manager role, you choose whether they perform the task for a specific company or all companies, and if they manage everyone or only specific people.
Travel managers can:
- Book on behalf of others and skip approval.
- View and edit upcoming trips, and see past trips for travelers they manage.
- Edit other people’s profiles, but can’t change their roles or account settings.
- Select any company payment profile at the checkout.
Travel managers can’t:
- Approve trips on behalf of others.
- Change or manage company settings.
- Add people to the company account.
For more information, see Set up the travel manager role.
People manager
People managers are responsible for managing employees, guests, and other users in Perk.
This role is usually associated with HR processes, as it provides access to sensitive personal data such as names and addresses, travel documents, government-issued IDs, and HR reporting. They can also determine the roles and permissions of other people in Perk.
The people manager role lets you flexibly manage users and their profiles, without granting access to company and account settings. People with this role have access to a dedicated space to do what they need to without exposing themselves and the business to unauthorized access to sensitive data.
If you have been assigned the people manager role, you can access the People page, where you can invite and activate new people in your account and assign roles and permissions. You can also maintain user information such as personal details and other travel-related information, and assign approval and travel policies.
As a people manager, you can’t create or change company or account-level settings such as cost objects or approval processes. You can only assign people to existing options.
Note: While the people manager can manually invite people to Perk, you can also automatically add people using an HRIS integration or with SCIM. Any people added using an integration are displayed in the People page, but you shouldn’t edit any details manually.
People managers can:
- Add people to Perk.
- Give access and change roles.
- Edit information in other people's profiles, such as travel documents, loyalty, and discount cards.
- Assign existing settings such as payment profiles, approval processes, travel policies, cost objects, and custom fields to existing or new people.
- Archive and delete people and remove access.
- View, filter, search, and perform bulk actions on the People page.
People managers can’t:
- Set up new company settings, such as creating new travel policies or editing existing ones.
- Create or change payment profiles.
- Assign any admin role to other users.