Need to add a large number of users at once? Batch uploading is the fastest way. For adding just a few users individually, see How to add an individual user.
Did you know? AmTrav supports HR system and single sign-on integrations to automatically add, update, and remove users. Talk to your Account Manager to learn more about those options.
How to Batch Upload Users
Step 1: Download and fill in the upload template. Download AmTrav's user upload template and fill in your users' details. The required fields are:
- First name
- Last name
- AmTrav role (Traveler, Coordinator, or Administrator)
If no policy group is specified, the default travel policy will be applied automatically. If you need additional fields beyond the basic template, contact your Implementation Manager or Account Manager at rm@amtrav.com.
Step 2: Send the completed template to your Implementation Manager or Account Manager. Save the file and email it to your Implementation Manager or Account Manager — they'll handle the upload from there.