Adding Profiles in Junction One
Who can add profiles? Only Travel Managers and Travel Bookers can add traveler profiles in Junction One. There are two ways to add profiles:
- Creating Users
- Inviting Users
Method 1: Creating Users
Users added with the "Create User" method are active immediately. They can have bookings made on their behalf without needing to accept an invitation to Junction One. This method is useful for travelers who:
- Have bookings made by a Travel Booker.
- Are external to the organization and are not permitted access to Junction One.
Steps to Create a User:
- Go to Travel Manager Dashboard > People > Create User.
- Fill in the required profile information: First Name, Last Name, Date of Birth, Mobile, Gender, and Email.
Tip: Don't want travellers to receive communications directly from Junction One?
To restrict the traveler from receiving all Junction One communications (e.g. booking confirmations, itineraries), use an email alias. Add an alias by using the + symbol after the user's regular email address. For example:
- Traveller email: [email protected]
- Instead use: [email protected]
Method 2: Inviting Users
Users added with the "Invite User" method remain in pending status until they accept the invitation to Junction One. Bookings cannot be made for these users until they accept the invitation and their profile becomes active. This method is useful for travelers who will make bookings on their own.
Steps to Invite a User:
- Go to Travel Manager Dashboard > People > Invite User.
- Fill in the required profile information: First Name, Last Name, and Email.
Note: To activate their profile, the user must confirm their profile information (First Name, Last Name, Date of Birth, Gender, and Email) when they log in for the first time.
By following these steps, Travel Managers and Travel Bookers can efficiently manage traveler profiles within Junction One.
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