RahalCorporate
TravelersAdmin Guide

Admin Guide

Complete guide for administrators managing travelers, passports, and documents

Admin Guide

This guide covers all administrative tasks for managing travelers, passports, and documents in the Rahal dashboard.

Quick Start

For new administrators, here's the typical workflow:

  1. Create Traveler — Add basic personal information
  2. Add Passport — Enter passport details (optional during creation)
  3. Upload Documents — Attach passport scans and other documents
  4. Ready — Traveler can now be included in bookings

Guides

Dashboard Access

Traveler management is accessed from the main dashboard navigation:

  1. Log in to the Rahal Dashboard
  2. Navigate to Travelers in the sidebar
  3. View the traveler list with search and filters

Traveler list view

Traveler List Overview

The traveler list displays key information at a glance:

ColumnDescription
Full NameTitle + first + last name (clickable to view details)
TypeAdult/Child/Infant badge
AgeCurrent age in years
PassportPrimary passport nationality with flag
DocumentsCount of uploaded documents
UserLinked user with company badges
AddedRelative date of creation
ActionsEdit and delete buttons

Permissions Required

To manage travelers, administrators need appropriate role-based permissions. The following are typical permission requirements:

ActionTypical Permission
View traveler list and detailsRead access to travelers
Create new travelersCreate access to travelers
Edit traveler informationUpdate access to travelers
Delete travelersDelete access to travelers
Add/edit/delete passportsPassport management access
Upload/delete documentsDocument management access

Exact permission names depend on your organization's role configuration. Contact your system administrator if you're missing required access.

Key Concepts

Before managing travelers, understand these concepts:

  • User Ownership — Every traveler belongs to a user account (cannot change after creation)
  • Multi-Passport — Travelers can have multiple passports from different countries
  • Primary Passport — One passport is marked as default for bookings
  • Document Categories — Documents are organized by type (Passport, Visa, Residency, Other)
  • Expiry Tracking — Passport expiry dates are monitored with visual warnings

Common Tasks

Quick Actions

TaskSteps
Find a travelerUse search or filters on the list page
Add new travelerClick "Add Traveler" button
Edit travelerClick edit icon in row actions
Add passportGo to traveler detail → Passports → Add Passport
Upload documentGo to traveler detail → Documents → Add Document

Bulk Operations

Currently, traveler management is performed individually. For bulk operations:

  • Use the search/filter to narrow down travelers
  • Process each traveler as needed
  • Future: Bulk export and import capabilities (roadmap)
  • User Delegation — Grant access to another user's travelers
  • Booking Requests — Travelers are assigned to booking requests
  • Policies — Travel policies may affect available options per traveler

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