Adding a Secondary Approver
Add a secondary approver to your travel profile so that bookings can move forward smoothly, even if you’re out of office.
How to access the travel tool
- In New Expensify: Click the green + button in the bottom-left corner of your screen, then select Book travel.
- In Classic Expensify: Click Travel in the left-hand menu, then select Book or manage travel.
Need to enable travel still? Reach out to your Account Manager or Concierge to schedule a travel demo and get it enabled for your account.
Why add a secondary approver?
If you’re someone who approves travel for others, adding a backup approver ensures travel requests don’t stall when you’re out of office. If you’re unavailable during the 24-hour post-booking review period, any assigned secondary approver can step in to approve or deny the request.
Note: This setting only applies to members responsible for approving travel. If you don’t approve travel for others, you can skip this step.
How to add a secondary approver
- Click your user icon in the top-right corner of the travel portal.
- Select My Profile.
- Go to the Configuration tab.
- Click the Add approver button.
- Search by name or email to find a member of your travel program.
- Select the person you’d like to assign.
- Repeat as needed to add multiple backup approvers.
Each person you add will receive approval notifications whenever a booking requires your review.
Note: A travel admin can also assign a secondary approver on your behalf.
FAQ
Can I add more than one secondary approver?
Yes. You can add as many as needed—each one will receive approval requests when you’re unavailable.
Will my secondary approver get notified every time?
They’ll be notified only when a booking needs your approval. If you’re inactive during the 24-hour review period, they can step in to approve or deny.
Can I remove or change a secondary approver later?
Absolutely. Just return to the Configuration tab in your profile and make any necessary changes.