Creating a Travel Policy

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Within Certify Travel, administrators have access to create and manage your own travel policies. Travel policies define specific approval rules and booking limits for a group of travelers. You may have one policy for executives, a separate policy for other travelers, and so on. There are no limits to how many policies a company can have, but we recommend keeping it at a manageable number. 

This article shows you, an administrator, how to create a travel policy. 

Step 1: From the Certify homepage, select Travel, and select then Search & Book Travel.

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Step 2: Select Travel Policy in the left panel. 

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Step 3: Existing policies can be seen here if you need to adjust the settings. To create a new one, click Add New Travel Policy

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Step 4: Enter the name of the policy, and select if this should be the default policy for the company. Click Add

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To edit specific policy settings, please see:

Airfare Policy Details

Hotel Policy Details

Rental Car Details 

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