Auto-Signup

Auto-signup controls whether users with verified email domains are immediately activated or require manual admin approval.

How Auto-Signup Works

When auto-signup is enabled (the default), users signing up with a verified company domain are immediately granted access:

Settings

When to Use Each Setting

Enable Auto-Signup (Default)

Best for organizations that want frictionless onboarding:

• Open enrollment — Any employee can start booking immediately
• Large organizations — Reduces admin overhead for user management
• Fast onboarding — New hires can book travel on day one

Disable Auto-Signup

Best for organizations requiring explicit approval:

• Compliance requirements — Need to verify each user before granting access
• Contractor management — Not all domain email holders should have access
• Controlled rollout — Gradually onboard departments

User Experience

With Auto-Signup Enabled

1. User signs up with company email (e.g., john@acme.com)
2. Email verification link sent
3. User verifies email
4. User can immediately log in and book travel
5. User has the Member role by default

With Auto-Signup Disabled

1. User signs up with company email
2. Email verification link sent
3. User verifies email
4. User sees "Account pending approval" message
5. Admin receives notification of pending user
6. Admin activates user from dashboard
7. User can now log in and book travel

OAuth Signups

For Google and Microsoft OAuth signups:

• Email verification is handled by the OAuth provider
• Auto-signup setting still applies for activation
• If disabled, OAuth users are also created as inactive

Default Role Assignment

All auto-signup users receive the Member role automatically:

• Basic booking capabilities
• View own travelers and bookings
• Submit booking requests

Admins can later upgrade users to Manager or Admin roles, or assign custom roles.

Changing Auto-Signup Setting

You can toggle auto-signup at any time:

1. Navigate to Company Settings
2. Find Auto-Signup setting
3. Toggle between Enabled/Disabled
4. Save changes

Best Practices

Start with Auto-Signup Enabled

For most organizations, enabling auto-signup reduces friction and administrative work. Consider:

1. Enable auto-signup for easy onboarding
2. Set up policies to control what users can book
3. Configure budgets to limit spending
4. Let policies and budgets be your access controls

Use Policies Instead of Manual Approval

Rather than manually approving each user:

• Create restrictive policies requiring manager approval
• Set low budget limits for new users
• Use role-based policy assignments to auto-apply rules

This approach scales better than manual user approval while maintaining control.