To open the Profile page, click your name at the top of the screen and choose Profile from the drop-down menu.

The top part of the Profile page shows your personal and business information, which is used to automatically populate fields when booking travel, hotel, car hire, etc. This includes sections for contact details, business and home addresses, payment cards, profile details and delegates.

Profile Details

In the Profile Details part of the personal and business information section near the top of the Profile page, enter or edit your information as follows:

• Click Edit personal info to edit your name, date of birth and gender. Be sure to use the name that appears on your driving licence and/or passport, so that this name can be used to purchase flights.
• Click Edit emergency contact to enter your emergency contact.
• Click Change Password to change your password.

Click the Save button to save your changes.

Contact Details and Addresses

To add or edit contact details, the home address or business address, click the Add or Edit button in these sections (the Add button appears if you haven't entered information yet). The Addresses and Phone Numbers page appears. You can enter or edit the address, phone numbers and emails for both your home and your business. You can also set confirmation emails to be sent to the appropriate email address: the profile email address, or different email address, which you can enter in the "A different email address" field.

Click the Save button to save your changes.

Payment Cards

To add or edit payment cards, click the Add or Edit button next to "Payment cards" (the Add button appears if you haven't entered a card yet).

Enter one or more credit cards. Banking-level encryption and security measures are used to protect this information. For each card:

1. Include the cardholder’s name (as it appears on the card), the card type, the card number and expiration date.
2. Create a name for this card in the "Name this card" field. This name will appear in drop-down menus when selecting a payment card, making the card easy to select.
3. Add the card's billing address.
4. Set an alert to notify you of the card's expiration in the Expiration Alert section: Choose the number of months, or Never, from the Display alert drop-down menu.
5. Click the Save button to save your changes.

Delegates

A delegate is someone who can book travel or submit expense reports on your behalf. For example, if you are a manager, you might make your administrative assistant a delegate for submitting your expense reports, or a travel manager might be a delegate to book travel for a number of employees. In addition, a delegate approver is someone who can approve expense reports for an Expense approver. For example, if you are a manager about to go on holiday, you could make your administrative assistant a delegate approver to approve your team's expense reports until you get back.

To add yourself as a delegate for someone else, or to add someone else as a delegate for yourself, click the Add button next to "Delegates". The Delegate Access page appears with sections on delegates for booking and submitting, and delegates for approval.

Delegates for Booking and Submitting

You can add yourself as a delegate for booking travel or submitting expense reports on behalf of someone else. You can also add a booking and submitting delegate for yourself.

Adding Yourself as a Delegate

Follow these steps:

1. Click Become a delegate in the People I Can Book and Submit For section. The Become a Delegate page appears.
2. Enter a name or an email address in the Search field to search for the person for whom you will be a delegate. One or more names appear.
3. Click the radio button next to the person's name in the search results.
4. Click the Select button. A confirmation email will be automatically sent to both yourself (confirming that you are now a delegate) and to the person for whom you will be a delegate.

Adding a Delegate for Yourself

Follow these steps:

1. Click Add a delegate in the People Who Can Book and Submit For Me section. The Add a Delegate page appears.
2. Enter a name or email address in the Search field to search for the person who will act as your delegate. One or more names appear.
3. Click the radio button next to the person's name in the search results.
4. Click the Select button. A confirmation email will be automatically sent to both yourself (confirming your delegate) and to the person you have set as a delegate.

Removing a Delegate

If you want to remove a delegate from your account, click the Edit button next to "Delegates". You can then click Delete to remove the delegate from your account.