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.
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 list updated.
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.
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.
How to contact admin support
Find out how to submit a ticket for admin support and in what scenarios you would contact them.
Expense admin 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 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
Find out how to set up user permissions and access in the platform.
How to contact admin support
Find out how to submit a ticket for admin support and in what scenarios you would contact them.
Customer internal launch communication templates
Travel & expense launch comms
All-in-one templates to support a seamless rollout of both Navan Travel and Expense. Ideal for companies adopting the full platform.
Expense launch comms
Targeted communication templates for launching Navan Expense. Designed to help your teams adopt expense management quickly and efficiently.
Travel launch comms
Dedicated travel communication templates to help employees understand, adopt, and use Navan Travel confidently from day one.
Useful resources
Help Center
Browse step-by-step guides and articles to troubleshoot issues or learn how to use Navan’s features more effectively.
FAQ
Get answers to the most commonly asked questions about using Navan for travel and expense management.
Traveller checklist
A pre-travel checklist to help employees prepare for using Navan before, during, and after their trip.
Traveller quick tour
A short walkthrough of the Navan platform to help travellers get started quickly and confidently.
Travel product updates
Stay in the know with the latest improvements, features, and enhancements in Navan Travel.
Expense product updates
Discover the latest features and enhancements designed to help you streamline expense management.
