Assigning roles in Expensify Travel helps define who can book travel and manage travel program settings. You can update a member’s role to match their responsibilities within your workspace.

Assign or Update Travel Member Roles

1. From the left-hand menu, click the green + button and select Book travel
2. Select Book or manage travel
3. In the Expensify Travel hub, go to the Program tab and choose Users
4. Click the name of the member whose role you want to update
5. Click the Roles tab and choose a role:
   • Traveler – Can only book travel for themselves
   • Travel Arranger – Can book travel for themselves and specific members (or the entire workspace)
   • Company Admin – Can book travel for anyone and access all admin features, including:
     • Defining travel policies
     • Managing corporate card payment methods
     • Viewing analytics and metrics
     • Using the Safety feature
6. Click Save to apply the changes