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Removing a Trip Authorizer Assigned to a Next-Level Trip Authorizer

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

This article shows you, a TMC Administrator, how to remove a Trip Authorizer assigned to a Next-Level 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: Click the icon in the Assign to Authorizers column.

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Step 3: Un-check the trip authorizer(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 Next-Level Trip Authorizers.

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The number of assigned trip authorizers will be updated.

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 Next Level attached with the value as Edit. If the Administrator does not want users to change their Next Level 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 next-level authorizers.

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Any Next Level Trip Authorizer assigned by the Administrator will be flagged. Advising the trip authorizer to not remove the Next-Level Trip Authorizer from the list.

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

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

 

 

 

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