kliks Inc

Company Admins 4

• What permissions does each Kliks user role have?
• What happens to an employee's trip info if they leave the company?
• Who can change deadlines for trip submissions, approvals and payment date?
• Why does a company admin need to impersonate a user or manager?

Managers 8

• What does CRM Match mean?
• Reasons a manager might reject a trip?
• As a manager, if I miss a deadline for approval, how do I rectify that?
• Can I approve my own trips in a dual role (manager & user)?
• Can another manager approve my team's trip submissions?

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Users (aka Drivers) 10

• I received an invite from Kliks, what next?
• 'Please confirm your account' error message when logging in
• What do the trip statuses mean?
• What if I miss the trip submission deadline? Can I still submit my trips?
• Can a user add a manual trip with dates that are from a prior payment period?

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