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Managing Policies

Use the Policies tab to define how your employees can use Bolt for Business:

  • You can add 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 dashboard
  • Click Add Policy
  • Fill in the policy name and description
  • You can set the following Rules: 
    • Daily, weekly, monthly or yearly spending allowance for a specific group
    • Daily, weekly, monthly or yearly allowed amount of trips
    • Request the employee to enter a reason for the before requesting
  • Click Add a policy to complete the process

To edit or delete a policy:

  • Click on the name of the policy 
  • Click on the Edit icon next to Personal details to make changes 
  • To remove the policy, scroll down and select Delete Policy

Note: To delete a policy already assigned to a group, contact our Support Team for help in the business portal.

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