Establishing a business account is a great way to group information together for several team members who may be booking across an organization.  A business account allows for a centralized credit card to be used and shared and all trip information to be consolidated in one place.  A business account also allows your account manager to control who has access to the account, add new users or remove individuals no longer on your team. For more information on how to request a business account you can email account.services@carey.com.

Carey Connect users of the same team may choose to delegate access to one another in one of two ways.  If a team member is an account manager, he or she may wish to temporarily delegate their profile access to another team member.  This is a great feature for planned and unplanned time off.  The profile delegation rule allows other team members access to perform the same tasks and temporarily inherits the same rights as the delegator.  Alternatively, any team member may also delegate their account access to another team member.  This is helpful if your team has multiple business accounts with different team members linked to different accounts.

The best way for team members to leverage the powerful features of Carey Connect is through linking to the same traveler profiles.  Each traveler profile exists once in our system with personal preferences for his or her travel, saved payment methods, frequently traveled locations and notification settings available for each of your team members at the click of a button.  Each team member can request access in the passenger management section of Carey Connect.   For more information on passenger access, check out the support article on Managing Passenger Access Levels on Carey Connect.

The post Using Carey Connect for teams first appeared on Carey Support.

Immediately upon registering on Carey Connect, arrangers, agents and travel management professionals have the option to add passengers in one of two ways:

1. Navigating to the Passenger Management section and selecting the [+ Add Passenger] option.

2. Immediately begin booking a new reservation and select + Add New Passenger.

When passengers are added through one of these two options, Carey’s system will immediately perform a secure lookup to determine if a matching profile exists. If no match is found, a new profile will be created.  If a match is found, the profile will be immediately linked to your arranger profile in Carey Connect.

Once a new link is established between the existing or newly created passenger profile, you will immediately see the profile in the Passenger Management Section of Carey Connect.  Similarly, should you click the New Reservation button, the profile will be available for selection going forward, saving valuable time.

Every passenger profile added to a Carey Connect user’s account has its own access level defined.  There are three levels of access.  Access levels can be viewed and modified through the Passenger Management section, clicking on the passenger profile and then navigating to the “Upgrade Access” section.

Clicking Upgrade Access will display the following passenger access options:

• Booking Only
• Booking & Profile
• Full Access

All access levels default to BOOKING ONLY upon initial link.  To request additional access simply click the level of access desired and submit the change.

Requesting additional access will send a notification to the traveler.  Every traveler has the right to approve or deny the request.  Travelers can also view the arrangers who are linked to their profile in the Carey Mobile App along with the specific access each one has.  Travelers may also remove the arrangers and their associated access at any given point in time.  Similarly, arrangers may remove travelers through Carey Connect.

For additional assistance with configuring high volumes of passenger profiles for large corporate accounts, please contact us at digital.support@carey.com.  Carey’s technology team can assist with implementations on newly established business accounts and can provide reporting on links, usage and arranger access levels.

Carey remains committed to ensuring all technology solutions offer flexible, intuitive interfaces while adhering to the strictest global regulations on data security including but not limited to GDPR.  Carey Connect ensures that consumers are aware of who has access to their data, what has been granted and why.  We ensure consumers remain in the driver’s seat without compromising ease of use and most importantly we value being your partner data security compliance.

The post Managing Passenger Access Levels on Carey Connect first appeared on Carey Support.