Assigning Travelers to a Travel Policy | Amtrav

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Within Certify Travel by Amtrav, you can enforce travel limits by assigning travelers to travel policies.

This article shows you, a Certify Travel Administrator, how to assign travelers to a specific Travel Policy.

Step 1: From your Certify homepage, click the Travel tab. Then, click Search & Book Travel.

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Step 2: Click Travel Policy.

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Step 3: Click the policy to edit.

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Step 4: Scroll to the Members section at the bottom. Select travelers from the company-wide list to add to the policy. Click Save Changes.

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Travelers in this policy are held to the limits and approval rules of this specific policy.

 

 

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