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User

How to add multiple users?

Step 1: Download the template

Step 2: Fill in the information as per the following table

Step 3: Save the file and upload

Field name DescriptionRequirementsExample
First NameThe first and middle name of the userCannot be empty. Must not include numbers. Only the following special characters are allowed &’-Patricia A
Last NameLast name of the userCannot be empty. Must not include numbers. Only the following special characters are allowed &’-Lopez
EmailEnter the company email address:
username@companyname.com
Cannot be empty.patricia.lopez@companyname.
com
Travel(Yes/No)Travel product access. Type ‘Yes’ or ‘No’In Product access, at least one Travel or Expense must be marked YesYes
Expense(Yes/No)Expense product access. Type ‘Yes’ or ‘No’In Product access, at least one Travel or Expense must be marked YesYes
Contact NumberPhone number without the country code.6226226220
Travel Role(Traveler/Admin/Finance Admin)The user’s role for the Travel Product. Type either of
these three: ‘Traveler’, ‘Admin’, or ‘Finance
admin’Traveler: Can create and approve tripsFinance
Admin: Can create and approve trips. Can manage
invoices, payments, trip reports, and vouchers.Admin:
Has full administrative access to the organization. Can
manage users, policies, approval rules, configurations,
integrations, and finance.
If left empty, Traveler role is assigned as the defaultTraveler
Expense Role(Submitter/Admin/Finance Admin)The user’s role for Expense product. Type either of
these three: ‘Submitter’, ‘Admin’, or ‘Finance
admin’Submitter: Can create, submit and approve
expense reports and advancesFinance Admin: Can
view and process payouts for all expense reports and
advances submitted in the organization Admin: Has full
administrative access to the organization. Can manage
users, policies, approval rules, configurations,
integrations, and payouts.
If left empty, Submitter role is assigned as the defaultSubmitter
Base LocationUser’s base city locationMust not include numbers. Only the following special characters are allowed ()&’-New York
Employee IdUser’s employee ID293
DesignationUser’s designationCannot include special characters. Can include numbersStrategy Manager
CurrencyISO code of country currency
https://docs.1010data.com/1010dataReferenceManual
/DataTypesAndFormats/currencyUnitCodes.html
USD
Country Contact CodeEnter country code of phone
numberhttps://countrycode.org/
1
Date Of Birth (dd mmm yyyy)Enter date of birth e.g, 12 Mar 198428 Mar 1984
Gender(Male/Female/Others)Enter gender of the user.Female
DepartmentFor placing users in an organizational unit.If you
haven’t set up your departments: Enter “NA” to
place all users without any department. You can
move users to new departments that you create
later. If you’ve already set up your departments:
Use the same department names that you have
set up in the Travel product under “User
management > Departments” to place each user
in a department or in the Expense product under
“Settings > General > Departments”


Examples: NA (for users without any
.departments)Sales (for assigning users under
Sales department; if you have already set up
Sales as a department under “User management
> Departments” from
app.itilite.com/departments)
Sales
EntitySame as DepartmentCompany US entity name
Employee LevelSame as DepartmentL6
Business UnitSame as DepartmentCloud services
NationalityNationality of the user. This can be required while
booking flights or staying for the user’s travel needs
United States
Passport NumberEnter the passport number of the userH87245092
Passport Issue CountryUSA
Trusted Traveller
Redress NumberThe Redress Control Number (redress number) allows
Secure Flight program to match travelers with the
results of their redress
case. If you don’t have a redress number and an airline or a travel site asks for your
redress number, you can leave it
blankhttps://www.dhs.gov/redress-control-
numbers#:~:text=The%20Redress%20Control%20Num
ber%20(redress,the%20watch%20list%20matching%20
process.
Flight Seat Preference (Window/Aisle)Window or AisleRight now, it is not possible to set
“Middle” as a preference

Window
Flight Meal Preference (Veg/Non-Veg)
Passport Expiry Date (dd mmm yyyy)
Passport Issue Date (dd mmm yyyy)Veg or Non-VegVeg
Passport Expiry Date (dd mmm yyyy)Valid passport expiry date. This will be used for specific
Travel booking purposes
28 Jan 2028
Passport Issue Date (dd mmm yyyy)Valid passport issue date. This will be used for specific
Travel booking purposes
29 Jan 2023
Reporting ManagerEnter the email of a user that you want to map as Travel
approver 1 for this user. You can map up to 10 travel
approvers for any user. Different travel scenarios can
go to different travel approvers based on “Approval
rules” that you have set up in https://app.itilite.com/approval-rules
travel.approver1@companyna
me.com
Person 2Email of a user that you want to map as Travel approver
2 for this user.
travel.approver2@companyna
me.com
Travel Person 3Email of a user that you want to map as Travel approver
3 for this user.
travel.approver3@companyna
me.com
Travel Person 4Email of a user that you want to map as Travel approver
4 for this user.
travel.approver4@companyna
me.com
Travel Person 5Email of a user that you want to map as Travel approver
5 for this user.
travel.approver5@companyna
me.com
Travel Person 6Email of a user that you want to map as Travel approver
6 for this user.
travel.approver6@companyna
me.com
Travel Person 7Email of a user that you want to map as Travel approver
7 for this user.
travel.approver7@companyna
me.com
Travel Person 8Email of a user that you want to map as Travel approver
8 for this user.
travel.approver8@companyna
me.com
Travel Person 9Email of a user that you want to map as Travel approver
9 for this user.
travel.approver9@companyna
.me.com
Travel Person 10Email of a user that you want to map as Travel approver
10 for this user.
travel.approver10@companyna
me.com
Travel FYI ApproverEmail of a person that will be notified for every
approved travel for this user.
travel.approveFYI@companyna
me.com
Expense Person 1Enter the email of a user that you want to map as
Expense approver 1 for this user. You can map up to 10
expense approvers for any user. Different expense
scenarios can go to different travel approvers based on
“Approval rules” that you have set up in
https://app.itilite.com/settings/expense/approval
expense.approver1@company
name.com
Expense Person 2Email of a user that you want to map as Expense
approver 2 for this user.
expense.approver2@company
name.com
Expense Person 3Email of a user that you want to map as Expense
approver 3 for this user.
expense.approver3@company
name.com
Expense Person 4Email of a user that you want to map as Expense
approver 4 for this user.
expense.approver4@company
name.com
Expense Person 5Email of a user that you want to map as Expense
approver 5 for this user.
expense.approver5@company
name.com
Expense Person 6Email of a user that you want to map as Expense
approver 6 for this user.
expense.approver6@company
name.com
Expense Person 7Email of a user that you want to map as Expense
approver 7 for this user.
expense.approver7@company
name.com
Expense Person 8Email of a user that you want to map as Expense
approver 8 for this user.
expense.approver8@company
name.com
Expense Person 9Email of a user that you want to map as Expense
approver 9 for this user.
expense.approver9@company
name.com
Expense Person 10Email of a user that you want to map as Expense
approver 10 for this user.
expense.approver10@company
name.com
Expense FYI Approver
Custom Field 1Enter a value for Custom field 1. This will only be
mapped if you have set up these custom fields in the
product from Travel > Admin > Account Configuration >
Users > Custom Fields or Expense > Settings > General
> Custom Fields You can collect extra information (up
to 10 fields) for your users.
Project 1
Custom Field 2Value for Custom field 2Reporting Manager Name
Custom Field 3Value for Custom field 3Client Name
Custom Field 4Value for Custom field 4. For blank keep it empty
Custom Field 5Value for Custom field 5
Custom Field 6Value for Custom field 6
Custom Field 7Value for Custom field 7
Custom Field 8Value for Custom field 8
Custom Field 9Value for Custom field 9
Custom Field 10Value for Custom field 10

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