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EasyBiz® Q & A

Administrative

EasyBiz® administrative questions

When EasyBiz users view a ticket report, do they see a record of all the purchases made through the site?

No. When an EasyBiz user accesses a ticket report, they can only view purchases made using the EasyBiz site. However, an EasyBiz user can view purchases other than their own if they are given permission by an administrator or alternate administrator. Only the administrator and the alternate administrator can access a report that contains information on all purchases made using the EasyBiz site.

Sometimes I don't need to work with all the information in the ticket report; how can I best manage this information?

Select the option to download the information as an Excel report instead of viewing it online. It is much easier to sort and manipulate the information that you do need using an Excel spreadsheet.

What is the difference between an administrator, alternate and EasyBiz user?

Difference between users chart
Abilities Administrator Alternate EasyBiz user
Invite an alternate administrator Yes No No
Access ticket report information Yes for all users Yes for all users Yes*Permission required for all users
Customize site features Yes Yes No
Access company Mileage Plan account Yes Yes No
Invite or delete users Yes Yes No
Arrange travel for self or others Yes Yes Yes
Assign credit cards to EasyBiz users Yes Yes No
Access company EasyBiz wallet Yes Yes No

*Permission Required

How do I add additional users to the EasyBiz site?

This is part of EasyBiz administrative permissions; an administrator can use the Manage Users feature to add the new user. An email invitation will be sent to this new user inviting them to create a My account. Once they have done so, the administrator will be notified via email that the new user's access to EasyBiz needs to be approved.

I have invited new users. Some show up as "Invited", some as "Pending", and some as "Active". What is the difference?

"Invited" users were sent an email invitation but have not yet acted on their invitation. "Pending" users in the Users to be Approved section are users that have acted on their invitation by creating their My account. Their access to EasyBiz needs to be approved by the administrator or alternate administrator. Once their access to EasyBiz is approved, their status becomes "Active".

Our company has multiple credit cards used for airline purchases. How can I manage multiple cards for multiple EasyBiz users?

The Manage users section of EasyBiz allows the administrator and alternate administrator to assign each of their active EasyBiz users access to specific credit cards. You may also set card access at the time that you approve a new EasyBiz user.

This means that during the purchase process, only the cards assigned to that EasyBiz user are displayed as payment options, regardless of how many credit cards the administrators have stored in EasyBiz for their company's ticket purchases.

I have deleted a user, but I still see that person's credit card information in the Credit Card & Billing Address section. Why is that?

In EasyBiz, the credit card information is not part of the user's profile, but is stored separately as part of the company's site information. You may delete a stored card by using the delete feature in the Credit card & billing address section located under "EasyBiz management".