As an Admin, you will be able to view and manage groups within the Groups Dashboard. These groups can represent company divisions, entities, or policy settings.
Want to create a new policy group?
There are two simple steps to follow. This article covers Creating a New Group.
Creating and Customising a Group
Create a New Group
To get started:
Go to the Hey Menu
Select Admin Portal
Click on the Groups tab
From here, you can view your existing groups and subgroups.
In the Groups Dashboard, locate the relevant parent group.
Click the three dots (⋯) next to it.
Select Add new subgroup.
You’ll now be taken to the group setup screen:
Customise Group Settings
Within the group setup screen, complete the following:
Group Name & Description
Name – This could be the name of a department, division or a traveller policy (e.g. “Sales Team UK”, “Executives – Global”).
Description (optional) – Add a note to help other Admins understand who belongs to this group.
User Type Permissions & Policies
For each User Type, set the relevant permissions and policy settings:
Admins – You can also add additional Admins to this group.
Trip Arrangers
Guest Bookings – Decide whether these users can book for external travellers.
You’ll also see an option to Inherit From Parent:
Ticked – Inherits the same settings from the parent group (ideal for subgroups).
Unticked – Allows you to create unique permissions and policies for this group (e.g. for a new Policy Group).
Lastly, define the default settings for new users added to this group.
Once you're done, click Next.
Form of Payment
You'll now be asked to select the default Form of Payment for this group.
Note: This cannot be changed within Melon. If you need a different setup, please contact your Corporate Traveller team.
Click Save to create/update your group!
What’s Next?
Head over to Step 2: Creating and Assigning a Policy to a Group
Need further help? For more information check out Creating Policy Groups FAQs or refer to the Admin User Guide