User resources
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.
Traveller essentials
Setting up your travel policy
Learn how to add your company travel policy to Navan.
Uploading your user list
Find out how to manually upload your employee 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 list updated.
Configuring user access: travel
Find out how to set up user permissions and access in the platform.
Navigating the travel admin dashboard
Get a whistle-stop tour of how to navigate the travel admin dashboard including analysis, reports, and safety.
Creating a self-serve guest travel booking
Find out how to create guest profiles which you can use to invite external people to book their travel through Navan.
Creating a Group Travel booking
Find out how to create group travel bookings for team events and offsites.
Expense essentials
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.
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.
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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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 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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Expense product updates
Discover the latest features and enhancements designed to help you streamline expense management.
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