Member roles and permissions

3 minute read

Article summary

Engine members can be assigned one of five roles: Administrator, Department Manager, Coordinator, Traveler, or View-Only Traveler. It's important to understand the capabilities of each role to determine which one should be assigned to each member within your Company's account.

 

Table Key:

✅ User role can always perform this action

❌ User role can never perform this action

💼 Users are limited to actions within their specific departments. 

⚙️ These settings are disabled by default but can be enabled by an Admin and can be configured from the chart in the Roles and Permissions tab under Settings within your Engine account.

 

Permission Category

Permission

Administrator

Department Manager

Travel Coordinator

Traveler

View Only Traveler

Login

Access Engine platform

✅

✅

✅

✅

✅

Account Management

Access to billing, payments, and ability to apply for credit

✅

❌

❌

❌

❌

Access pooled travel credits

✅

❌

✅

❌

❌

Access pooled reward points

✅

❌

❌

❌

❌

Company settings management

✅

❌

❌

❌

❌

Travel policy configuration

✅

💼

❌

❌

❌

Custom field configuration

✅

✅

✅

❌

❌

Change user roles and permissions

✅

💼

❌

❌

❌

User Management

Create new members

✅

💼

❌

❌

❌

Edit other  members

✅

💼

❌

❌

❌

Create new departments

✅

✅

❌

❌

❌

Assign members to departments

✅

💼

❌

❌

❌

Assign department manager role

✅

💼

❌

❌

❌

Assign travel policies to members

✅

✅

❌

❌

❌

Booking & Travel Management

Search for inventory

✅

✅

✅

✅

❌

Book for other members

✅

💼

✅

❌

❌

Book own travel

✅

✅

✅

✅

❌

Modify other members' bookings

✅

💼

⚙️

❌

❌

View other users’ bookings

✅

💼

⚙️

❌

❌

View reservations made for them

✅

✅

✅

✅

✅

Approve booking requests

✅

✅

❌

❌

❌

Reporting & Analytics

View company trends

✅

💼 

⚙️

❌

❌

Download reports

✅

💼 

⚙️

❌

❌

Schedule reports

✅

💼 

⚙️

❌

❌

Support & Communication

Submit support cases for self 

✅

✅ 

✅

✅

✅

Submit support cases for other users’ bookings

✅

💼 

❌

❌

❌

View support cases for others

✅

💼 

❌

❌

❌

Receive Engine communications

✅

✅

✅

✅

✅

Personal Settings

Manage loyalty programs (hotels, frequent flyer, rental brands)

✅

✅

✅

✅

✅

Update contact information

✅

✅

✅

✅

✅

Manage travel preferences

✅

✅

✅

✅

✅

Rewards

View my rewards balance and activity (Unpooled)

✅

✅

✅

✅

❌

Redeem my points for new bookings (Unpooled)

✅

✅

✅

✅

❌

View pooled rewards balance and activity

✅

❌

❌

❌

❌

Redeem pooled points for new bookings

✅

❌

❌

❌

❌

Transfer points to other users

✅

Coming soon

❌

❌

❌

❌

Redeem points for statement credit

✅

Coming soon

❌

❌

❌

❌

Travel credits

View my TC balance and activity

✅

✅

✅

✅

❌

Redeem my TCs for new bookings

✅

✅

✅

✅

❌

Redeem others’ pooled TCs for new bookings 

✅

✅

✅

✅

❌

 

Configuring Company Settings

Admins & Department Managers: Managing Member Accounts

HRIS Integration FAQ

Configuring Travel Policies

Traveler Permissions FAQ

 

Need Help?

We’re here for you:

  • Live chat (in app and desktop)

  • Call us at 855-567-4683

  • Email support@engine.com

  • Or contact your Account Manager to schedule a full demo.

 

 

Was this article helpful?

Related Articles