Travel & Entertainment AggieTravel

Attendee Groups

You can define groups of your favorite attendees. You can:

  • Create, edit, and delete groups
  • Attach one or more groups to expenses

Create a Group

You can create a group of your favorite attendees.

Note the following:

  • Attendees that you add to a group must first be in your favorites list. If you want to add someone who is not a favorite, make him/her a favorite then add to a group.
  • Each group can have as many as 500 individual members.
  • There is no limit to the number of groups you can create.
  • An attendee can belong to more than one group.

You can create a group:

  • Using Profile 
    – or –
  • Using the Attendees area of the Expense (or New Expense) tab on the expense report
Use Profile

To create a group:

  1. Click Profile > Profile Settings > Favorite Attendees (in the Expense Settings section of the left-side menu).
  2. Click the Attendee Groups tab.
  3. Click Add New. Your list of favorites appears on the Attendee Groups tab.
  4. Select each attendee who is to be included in the group.
  5. In the Group Name field, type a name for the group.
    NOTE: The name does not have to be unique but it is a best practice to have unique group names.
  6. Click Save Group. The selected attendees now appear in a group.
Use the Attendees area of the expense

You can create a group from an existing expense. To do so:

  1. In the Attendees area of the Expense (or New Expense) tab, select the desired attendees.
  2. Click Create Group.
  3. Enter the group name.
  4. Click Save. The new group appears on the Attendee Groups tab in Profile.

Edit a group

Use the edit feature to:

  • Add more attendees to an existing group 
    - or -
  • Remove attendees from an existing group

To edit a group:

  1. Click Profile > Profile Settings > Favorite Attendees (in the Expense Settings section of the left-side menu).
  2. On the Attendee Groups tab, select the group.
  3. Click Edit.
  4. Make the desired changes.
  5. Click Save Group.

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