Assigning Travelers to a Travel Policy

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Within Certify Travel, you'll find several settings to enforce different limits using different travel policies. This article explains how to assign travelers to their specific policy. 

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

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Step 2: Select Travel Policy from the left panel. 

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Step 3: Select the applicable policy to edit. 

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Step 4: Scroll to the Members section at the bottom. 

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Step 5: Select the travelers from this company-wide list that should abide by the limits in this specific policy. Click Save Changes.

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Step 6: Travelers in this policy will now be held to the limits and approval rules within this specific policy.

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