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Changing and Managing Policies

Use the Policies tab to define how your company employees can use Bolt for Business. You can apply different restrictions and assign these to different groups. You can link one or many policies to a group, for example, sales have a different policy from support

To add a policy: 

  • Click on Policies in the portal dashboard
  • Select Add Policy
  • Fill in the policy name and description
  • You can set the following rules: 
    • Weekly, monthly or daily spending allowance for a specific group
    • Weekly, monthly or daily allowed amount of trips
    • Request the employee to enter a comment about the trip before requesting

To edit or delete a policy:

  • Click on the name of the policy 
  • Click on the green pencil button to edit details 
  • To remove the policy completely, scroll down and select Delete Policy.
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