Navan - Business Travel Solutions & Expense Management
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Admin resources

Welcome!

Welcome to our customer enablement hub, Navan's specialised programme 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.

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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

Learn how to create guest profiles to invite external guests to book travel through Navan.

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.

The expense management dashboard

Learn to use the Navan expense dashboard to analyse spend data, review statements & track payments.

Reviewing out-of-policy expenses

Learn how to review out-of-policy expenses. Approve, request partial or full repayment, or ask for more info.

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.

Customer internal launch communication templates

Travel & 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 & expense launch comms

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

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

Useful resources

Help Center

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

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Help Center

FAQ

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

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faq

Traveller checklist

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

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Traveller checklist

Traveller quick tour

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

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Traveller quick tour

Travel product updates

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

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Travel product updates

Expense product updates

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

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Expense product updates