Policy Management
Create and manage travel policies with rules for flights and hotels
Policy Management
Travel policies define the rules and limits for corporate travel bookings. Policies control what employees can book, how much they can spend, and what happens when bookings fall outside policy limits.
Key Features
| Feature | Description |
|---|---|
| Policy Rules | Define budget limits, cabin classes, star ratings, and other restrictions for flights and hotels |
| Hierarchy System | Assign policies at user, role, or company level with automatic resolution |
| Real-time Evaluation | Instant policy checks during search and booking with visual status indicators |
| Violation Analytics | Track and analyze policy violations to improve travel programs |
| Duration Tiers | Set different limits based on flight duration for long-haul flexibility |
Key Concepts at a Glance
Policy Hierarchy
Policies are assigned at multiple levels with the following priority:
- User-Specific - Policies assigned directly to a user (highest priority)
- Role-Based - Policies assigned to user roles (Member, Manager, Admin)
- Company Default - The fallback policy for all users
Policy Actions
When a booking violates policy rules, one of four actions applies:
| Action | Behavior |
|---|---|
| Allow | Booking proceeds normally |
| Warn and Allow | Warning shown, user acknowledges and proceeds |
| Require Approval | Booking becomes a request requiring manager approval |
| Block | Booking is not permitted |
Booking Modes
Policies can operate in three modes:
| Mode | Description |
|---|---|
| Direct Booking | Users can book directly (within policy limits) |
| Request Only | All bookings require approval |
| Hybrid | Direct booking if in-policy, approval required if out-of-policy |
Policy Display in App
Users see policy status throughout their booking journey:
- Search Results - Each flight/hotel card shows a policy status badge
- Booking Review - Full policy details with violations and matched rules
- Confirmation - Final policy status before completing the booking
Documentation Sections
Concepts
Deep dive into policy hierarchy, actions, booking modes, and rule matching
Admin Guide
Step-by-step guide for creating policies, configuring rules, and managing assignments
User Guide
Understanding policy status indicators and approval workflows during booking
Reference
Complete reference tables for all policy settings, rule types, and violation types
Troubleshooting
Common issues and solutions for policy configuration