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How to Onboard a Traveller (UK)

J
Written by James Forbes
Updated today

To book travel in Melon, a traveller must complete the onboarding process. If they can't do this themselves, an admin can help. Here's how:

  1. Click on your Hey Menu on the top right of your Melon front-page

  2. Access the Admin Portal

  3. Navigate to the Users tab

  4. Find the new user's name

  5. Select the user's name to view their profile

  6. Complete all required profile fields

  7. Click Impersonate at the top of their profile

You'll now be logged in as the user, ready to finish their onboarding.

After you're done impersonating the user, make sure you click on the Hey menu in the top right corner and then click on Stop Impersonating. You will now be taken back to your own account!

Heads Up! When impersonating a user, Melon sees you as that person. This applies to the Help Centre too. Any chats or emails will be sent to the traveller, not to you as the Admin.

Need more information? check out our User Management Guide or Admin User Guide!

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