Navan Inflight Series

Navan Travel - admin essentials

• Setting up your travel policy
• Uploading your user list
• Adding users via HRIS integration
• Configuring user access
• Navigating the travel admin dashboard
• Creating a self-serve guest travel booking
• Creating a Group Travel booking
• How to contact Admin Support

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.

How to contact Admin Support: travel

Find out how to submit a ticket for admin support and in which scenarios you would contact support.

Navan Expense - admin essentials

• Setting up your expense policy
• Navigating the expense management dashboard
• Reviewing out-of-policy expenses
• Configuring user access
• How to contact Admin Support

Setting up your expense policy

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

Navigating the expense management dashboard

Find out how to use the Navan expense management dashboard to analyse 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: expense

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

How to contact Admin Support: expense

Find out how to submit a ticket for admin support and in which scenarios you would contact support.

Navan Travel - user essentials

• How to set up your profile
• How to book a trip
• How to book a flight
• How to reserve a rental car
• How to book travel for others
• How to change or cancel a booking
• How to get support

How to set up your profile

Find out how to set up your profile on Navan, including adding your passport information, loyalty programmes, and linking your calendar.

How to book a trip

Find out how to book a trip, including flights, trains, and hotels.

How to book a flight

Find out how to book a flight using Navan.

How to reserve a rental car

Find out how to reserve and pay for a rental car using Navan.

How to book travel for others

Find out how to book a trip on behalf of others after your admin has granted you delegate access.

How to change or cancel a booking

Find out how to amend or cancel a trip you have already booked with Navan.

How to get support: travel

Find out how to get support through the Navan Help Centre.

Navan Expense - user essentials

• How to set up your expense profile
• How to order your Navan corporate card
• How to submit a manual expense
• How to get support

How to set up your expense profile

Find out how to set up your calendar integration, add your personal cards, and attach your bank account to the platform.

How to order your Navan corporate card

If you've been given a Navan corporate card for your expenses, this video will walk you through how to order your card.

How to submit a manual expense

Find out how to submit an out-of-pocket expense using the Navan app.

How to get support: expense

Find out how to get support through the Navan Help Centre.