Clarcity allows users to designate colleagues, known as Arrangers, who may book travel and create expense reports on their behalf. When an Arranger books travel for a colleague, the contact information, credit card details, frequent traveler numbers, and travel preferences of the colleague are automatically pre-populated in the booking flow. The travel rules and required notifications for the person they are arranging travel for are also automatically applied.
When an arranger creates an expense report for a colleague, the colleague's credit card details, receipts, and travel reservations are available for inclusion in the expense report. The corresponding expense policies and approvers are also automatically applied.
To book travel or create expense reports on behalf of a colleague:
1. Select the Arrange button in the upper right corner of Clarcity. A box will appear with a list of colleagues who have authorized you to book travel and create expense reports on their behalf. The Arrange button will not be visible if no colleagues have provided you with this authorization.
2. Select the name of the colleague. A message will appear in the upper right hand corner of Clarcity indicating that you are now booking travel and creating expenses for this colleague.
To exit the arranger function so that you can book travel or create expense reports for yourself:
1. Select the Arrange button in the upper right corner of Clarcity.
2. Select Myself. The message in the upper right hand corner of Clarcity indicating that you are booking travel and creating expenses for a colleague will no longer be visible.
