Authorization concept in Personalwolke Travel

Authorization administration in the Travel module is based on the loose Groups described below.  

  • XX-TM-User - Travel Management User - This group is for all users who request or settle trips.
  • XX-TM-Manager - Travel Management Manager - This group is for managers (superiors). A superior can view employee trips. This is useful for approving trips.
  • XX-TM-Admin - Travel Management Administrator - This group is, for example, for accountants who can view all trips for accounting purposes.

By adding the users to the individual loose groups, they get the following menu items:

XX-TM-User

XX-TM-Manager

XX-TM-Admin


  • Reise beantragen / abrechnen Request / Bill trip (depending on the definition in the setup workshop) - With this function you can create trip requests and the trip will be displayed in the calendar. After the trip is completed, a trip statement will be created automatically. Alternatively, you can only enter travel expenses.
  • Info / My trips Meine Reisen - Here you can view all your own travel requests / settlements at a glance and call up detailed information.
  • Management / Travel of my employees  Reisen meiner Mitarbeiter - With this menu item, a manager (superior) can view the open trips / travel expense reports of his employees for which he has access authorizations.
  • Administration / Travel Accounting / All Trips Alle Reisen - With this menu item the "Travel-Admin" can view all trips of all employees.
  • Administration / Travel accounting / All travel folders Alle Reisemappen - With this menu item the "Travel-Admin" can view all travel folders of all employees.
  • Management / Travel of my employees Reisen meiner Mitarbeiter - With this menu item a manager (superior) can view the open trips/travel statements of his employees, for which he has access rights.
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