Help & FAQ / Users, Travelers and Roles

Who are travelers & users?
Users (usually travel managers/admins) can signin to the corporate product to book trips while travelers are your normal employees for whom trips get booked for. There are various roles for users (e.g. View trips only, Book trips etc..) which can be configured by the account owner.

Normal travelers cannot signin to the system unless they are invited by users.

Who is the account owner?
Account owner is the person who registered your domain with Cleartrip. Account ownership is transferable to other users in the system.
How can I add travellers?
You can add travelers giving the first name, last name & email address via “Add Traveller” in the Travellers tab. Alternatively, you can do so by uploading the vCard which is a standard business card format.

You can also add the travel preferences to each traveler (e.g. Meal preference, Frequent flyer number, Passport Details) so that you need not check with them everytime you book for them.

What is a vCard?
vCard stands for Versit Card and it is a file format standard for electronic business cards.

They are often attached to email messages and contain names, address information, phone numbers, URL’s, logo’s, photographs and even audio clips.

What do you mean by assigning roles to users?
  • Account Owner: This user can view the company settings page with basic settings, deposit account, users, tour codes, booking policy, departments, tags and deposit account split. He can also view all trips, reports, edit other user's profiles, add travellers and cancel any user's trip.
  • Can book, add users and view reports: A user with this role will be able to see the company settings page but he won't be able to view/ edit basic settings, deposit account split, approvals and booking policy. He can also view all trips, reports, edit other user's profiles, add travellers and cancel any user's trip. This is usually the travel manager.

    The rest of the roles will not be able to view company settings page at all and also will not be able to access reports, edit other user's profiles, cancel other user's trips.

  • Can book with deposit account: This user will be able to book using deposit account.
  • Can book: This is the default role when a user is added to the system. This user will be able to book with debit card, credit card and net banking, but will not be able to use deposit account as a payment mode.
  • Can see bookings: This user has only view rights and can view the search results page, but will not be able to proceed further for a booking.
There are lot of my colleagues travelling and I am unable to manage their schedule. How will this product simplify my task?
Cleartrip for Business makes travel schedules available in an industry–standard calendar format so everyone’s travel dates and times are synchronised with desktop or online calendar applications. See who’s travelling when at a single glance. Every trip booked with Cleartrip for Business shows up in an online travel calendar, complete with dates and times.

Trips can be viewed in calendar or list format and a handy menu lets you select whether to see the everyone’s travel schedule or just a specific person’s schedule. You can view the same on the Trips tab after signing in.