Assigning Company Credit Cards to a Travel Policy


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.


Step 2: Select Travel Policy from the left panel. 


Step 3: Select the applicable policy to edit. 


Step 4: Scroll to the Credit Card Information section. Company credit cards, entered in the Company Settings section, will show here.

Select the card(s) that should be available for travelers in this policy by using the Authorized for Air and Authorized for Hotel drop-down menus. Click Save Changes.


Step 5: When booking, travelers within your policy will see this card in their payment options. 


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