June 2024
Introduction of new functionality
AirPlus Virtual Cards: Pre-Budget Assignment
We have created a new user role which can use pre -budget assignment to create Virtual Cards Classic, Procurement and Travel Agency. The new functionality enables Portal Administrators and Program Managers to assign a dedicated budget for a fixed time period to those with the role of Virtual Card User. Virtual Card Users can then only generate virtual cards within the given budget and time period.
New functionality for your AirPlus Virtual Cards
3
AirPlus Virtual Cards: Assign budgets to your employees
You now have access to a new and powerful function! You can now assign a dedicated AirPlus Virtual Cards budget to your employees. Simply agree a budget for the respective employee via the usual approval process in your company.
As Portal Administrator or Program Manager
•
•
Assign a budget to your employees
Now allocate the agreed budget and define settings such as product type (Single- or Multi use), validity period, etc.
To a new user by easily creating one. Navigate to the menu item “UserManagement”in the AirPlus Portal and assign the new role.
To an existing user by assigning the new role “Card User (AirPlus Virtual Card)” to this user.
Log in to the AirPlus Portal and allocate the budget in one of two ways:
4
Example
A campaign manager needs AirPlus Virtual Cards (Single- or Multi use) for various campaign purposes.
The Portal Administrator sets the campaign manager up as a Virtual Card User and assigns them a budget of €5,000 for the upcoming month.
Once the limit is reached within the defined time period (max. one year), no new cards can be generated by the Virtual Card User.
The campaign manager can then see their budget and generate cards up to and within it (e. g. two cards of €2,500 each).
Quick Guide 6 quick and simple steps
AirPlus Portal > User Management
8
Assign a budget to one of your employees
•
In the main navigation, select the menu item ‘User Management’
Log in to the AirPlus Portal
•
01
9
Assign a budget to a new user (scenario A)
Click on + New User to create a new user with a specific role and rights
•
02
10
Assign a budget to a new user (scenario A)
Click on Single User if you wish to create the new role of Virtual Card User (defined in the next steps)
•
Follow the usual process to create a new user in the AirPlus Portal
•
02
User Management > Existing User > Assign Role to User
11
Assign a budget to an existing user (scenario B)
•
Choose an existing (AirPlus Virtual Cards) user
•
Click on ‘Assign Role to User’ to give the existing user a new role
02
03
Assign new role
12
Assign a budget
Then click ‘Next’
Choose ‘Card User (AirPlus Virtual Card)’ to assign the existing user with this new role
•
•
04
Select agreement, framework, product
13
Assign a budget
•
Select the desired agreement, framework, and product that your employee should use to generate their AirPlus Virtual Cards
•
Then click ‘Next’
05
Define the budget & time period of budget availability
14
Assign a budget
•
Set the time period of budget availability (max. 1 year)
•
Define the budget for all cards to be created under this AirPlus Virtual Card user
•
Then click ‘Next’
06
Check and confirm all details
15
Assign a budget
‘Confirm’
Then click
•
Check if everything is correct. To make changes, just click on the pencil icon
•
16
The new user role has been assigned
The user will receive an invitation email from AirPlus with a registration link to the AirPlus Portal and step-by-step instructions
•
The new user role has been assigned with the dedicated budget valid only for the time - period you fixed
•
You’re all set!
•
View for Virtual Card Users in the AirPlus Portal
17
Let new users start using AirPlus Virtual Cards in minutes
The Virtual Card User is
ready to start creating
AirPlus Virtual Cards and can see their budget and time period in the AirPlus Portal
•