Conferma Setup Portal

Login

• Password complexity requirements
• Log In to Setup - First Time

Boarding Requests: Travel And Expenses Workflow

• Boarding Requests: Travel And Expenses Workflow
• Audit History
• Copy a Boarding Request
• Edit a Boarding Request
• Submit for Review

B2B Workflow

• B2B Workflow

Booking Platform Credentials

• Retrieve Booking Platform Credentials

Review & Release Process

• Review Process
• Approved Boarding Request
• Rejected Boarding Request
• Live Edit

FAQs

• What is a Client Account Code (CAC)?
• How many Card Pools can be linked to a request?
• Can multiple booking platforms be selected on a Boarding Request, and can a booking platform be added after the account is live?
• Where can the booking platform API credentials be found?
• What is a Card Pool Group?
• When should a Boarding Request be completed by a TMC/Agency?