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Removing a Traveler Assigned to a Trip Authorizer - Enterprise

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At any time, an organization may need to change a Traveler's Authorizer, when the Authorizer is already assigned to multiple Travelers. In this case, it may be easier just to remove the single Traveler from the Authorizer's list.

This article shows you, a TMC Administrator, how to remove a Traveler assigned to a Trip Authorizer

Please Note: If you cannot see Assign Trip Authorizers in the Admin menu, please contact Certify Travel Support.

Step 1: On the Certify Travel homepage, select Trip Authorization in the Admin menu. Then, select Assign Trip Authorizers.

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Step 2: To remove a traveler assigned to a Trip Authorizer, click the icon in the Assign Travelers column.

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Step 3: Un-check the traveler(s) you wish to unassign.

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Step 4: Click Save to complete.

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Step 5: Click Close to return to the list of Trip Authorizers.

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The number of assigned travelers will be updated.

To View from the Traveler Profile

Step 1: To access the Trip Authorizers page in the traveler profile, go to Profile and then Trip Authorizers.

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Please Note: To access this page the user's policy branch must have the rule item Trip Authorizer Selection Level attached with the value as Edit. If the Administrator does not want users to change their Trip Authorizers, the value should be set to View or Hide.

Step 2: The Trip Authorizers page of the traveler profile will show the available authorizers. Any Trip Authorizer assign by the Administrator will be flagged, advising the traveler to not remove the Trip Authorizer from the list.

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If the policy branch for the profile has the rule item Include Trip Authorizer included, only those Trip Authorizers included by the rule item will be available for selection.

If the policy branch for the profile does not have the rule item Include Trip Authorizer included but the rule item is on another policy branch(es), only those Trip Authorizers not included by the rule item will be available for selection.

 

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