Inflight Series

Welcome

Welcome to our customer enablement hub, Navan's specialized program created to empower users like you to unlock the full potential of our platform. Here, you'll find resources that help you kickstart your journey with Navan.

Travel admin essentials

Setting up your travel policy

Get an overview of your company travel policy and how to configure your account.

Setting up your travel policy

Get an overview of your company travel policy and how to configure your account.

Uploading your user list

Find out how to manually upload your user list to the Navan platform.

Uploading your user list

Find out how to manually upload your user list to the Navan platform.

Adding users via HRIS integration

Find out how to connect your HRIS system to Navan using Merge to keep your user listed updated.

Adding users via HRIS integration

Find out how to connect your HRIS system to Navan using Merge to keep your user listed updated.

Configuring user access: travel

Find out how to set up user permissions and access in the platform.

Configuring user access: travel

Find out how to set up user permissions and access in the platform.

The travel admin dashboard

A whistle-stop tour of how to navigate the travel admin dashboard including analysis, reports, and safety.

The travel admin dashboard

A whistle-stop tour of how to navigate the travel admin dashboard including analysis, reports, and safety.

Self-serve guest booking

Find out how to create guest profiles which you can use to invite external people to book their travel through Navan.

Self-serve guest booking

Find out how to create guest profiles which you can use to invite external people to book their travel through Navan.

Booking Group Travel

Find out how to create group travel bookings for team events and offsites.

Booking Group Travel

Find out how to create group travel bookings for team events and offsites.

Expense admin essentials

Setting up your expense policy

Get an overview of your company expense policy and how to configure your account.

Setting up your expense policy

Get an overview of your company expense policy and how to configure your account.

The expense management dashboard

Find out how to use the Navan expense management dashboard to analyze spend data, review statements, and track payments.

The expense management dashboard

Find out how to use the Navan expense management dashboard to analyze spend data, review statements, and track payments.

Reviewing out-of-policy expenses

Find out how to review out-of-policy expenses. You can approve, request partial or full repayment, or request additional information.

Reviewing out-of-policy expenses

Find out how to review out-of-policy expenses. You can approve, request partial or full repayment, or request additional information.

Configuring user access

Find out how to set up user permissions and access in the platform.

Configuring user access

Find out how to set up user permissions and access in the platform.

Travel & Expense end user essentials

We also have a collection of how to videos for travelers and/or employees that use Navan for expenses.

Getting started with Navan

How to roll out Navan playbook It’s time to roll out Navan to your employees. We’re here to help you spread the word and get your employees excited about using Navan.

Customer internal launch communication templates

Travel and expense launch comms

All-in-one templates to support a seamless rollout of both Navan Travel and Expanse. Ideal for companies adopting the full platform.

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Travel and expense launch comms

All-in-one templates to support a seamless rollout of both Navan Travel and Expanse. Ideal for companies adopting the full platform.

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Expense launch comms

Targeted communication templates for launching Navan Expanse. Designed to help your teams adopt expanse management quickly and efficiently.

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Expense launch comms

Targeted communication templates for launching Navan Expanse. Designed to help your teams adopt expanse management quickly and efficiently.

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Travel launch comms

Dedicated travel communication templates to help employees understand, adopt, and use Navan Travel confidently from day one.

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Travel launch comms

Dedicated travel communication templates to help employees understand, adopt, and use Navan Travel confidently from day one.

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Useful resources

Help Center

Browse step-by-step articles to troubleshoot issues or learn how to use Navan’s features more effectively.

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Help Center

Browse step-by-step articles to troubleshoot issues or learn how to use Navan’s features more effectively.

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FAQ

Get answers to the most commonly asked questions about using Navan for travel and expense management.

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FAQ

Get answers to the most commonly asked questions about using Navan for travel and expense management.

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Traveler checklist

A pre-travel checklist to help employees prepare for using Navan before, during, and after their trip.

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Traveler checklist

A pre-travel checklist to help employees prepare for using Navan before, during, and after their trip.

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Traveler quick tour

A short walkthrough of the Navan platform to help travelers get started quickly and confidently.

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Traveler quick tour

A short walkthrough of the Navan platform to help travelers get started quickly and confidently.

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Travel product updates

Stay in the know with the latest improvements, features, and enhancements in Navan Travel.

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Travel product updates

Stay in the know with the latest improvements, features, and enhancements in Navan Travel.

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Expense product updates

Discover the latest features and enhancements designed to help you streamline expense management.

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Expense product updates

Discover the latest features and enhancements designed to help you streamline expense management.

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