November 2020 Portrait Travel Arranger user guide CWT proprietary
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CWT confidential and proprietary
November 2020
PortraitTravel Arranger user guide
CWT proprietary
Agenda
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• Log in• Portrait - Profile navigation for Arrangers
Maintain Traveler Changes to the profile History of profile changes Summary of profile details Other profile sections Arranger’s profile on mobile
Log in
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Invitation emailTraveler receives an email with registration link.
Clients using SSO (Single Sign On) solution can access myCWT website and Portrait directly via their intranet, without a need to register.
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Activation emailAnother email is sent to the traveller asking for activation of the account User is prompted to create a
username (work email or other defined by user) and passwordIf there is more than one account associated with the work email, user will be presented with all accounts and will register one at a time
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User reviews and acknowledges the Global Privacy Policy and Notice
Global Privacy Policy and Notice
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Home page
Portrait is accessed with My Travel Profile linkVia My Travel profile you can also access your travelers profile data
Bookmark the URL https://www. travel.mycwt.com/in your Favourites and use it always to login to myCWT
To see the trips of your travelers go to MY TRAVELERS section
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PortraitProfile navigation for Arrangers
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Maintain Traveler
To access your own profile click on My ProfileTo dissasociate Traveler from your profile, so you are no longer an Arranger for him, click on Select tab, see the drop list of all of your Travelers. Select name from the list and click Remove
To open Traveler’s profile for update, select user from the drop list and click Manage.
First page that opens is the Mandatory fields page. Remember now you are in Traveler’s profile so fill in information that are applicable for this traveler, not your own profile!If you dont have all informaiton, you can always Skip this page using the Skip button.To go back to search tab or to page to navigate to your own profile use tab Traveler Sarch
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Traveler’s Personal detailsAs per CWT policy the most important information in order to ensure Perfect Trip are:
Date of Birth, Passport (or selection of No Passport), Phone, Gender, Citizenship
All these fields can be found under Traveler Details section. Scroll the page and expand each section.If you have any other travel documents like Visa, Known Traveler Number etc, you can also add them to profile.
Each section of the traveler profile can be expanded or contracted based on the user’s need.
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Changes are highlighted in the status box
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All sections are displayed in short version on the left side of the screen in the ‘Traveler Profile Update Status’
A ‘Pending’ in red will highlight to the user if anything in that section has changedBy clicking on the ‘Cancel’ button all the changes can be undone for that menu section
By clicking on ‘Submit Changes’ all changes for all sections will be saved and sent to the GDS’ and other third party tools such as OBTs
Red triangle with exclamation mark shows fields which are mandatory to be filled in
When changes are made in one specific field they can be canceled just for that field by clicking on ‘Reset’ buttonWhen information is correctly submitted, right upper corner will display SUCCESS message
• To ensure that all your changes have been saved and send to the GDS & other third party tools, do not forget to click on ‘Submit Changes’
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History of the last changes to the profile are visible at a glance in the ‘Update History’ section
The box will display the last few times the profile was accessed or updated and by whomBy clicking on ‘View History’ the user can see the entire history of access or changes to the profile
History of profile changes
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Click the ‘Print Summary’ button
Review or print the summary page of all the profile details
Profile summary
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To access other sections of your profile navigate to Communication – add traveler Arrangers therePayment/Reporting – add Credit Card and your company reference fieldsAir, Car, Hotel, Rail – manage preferences for the trip, add your frequent traveler cards
By clicking on the item under “Traveler profile update status” box, you can move to additional sections of profile andprovide more information that will help CWT to ensure Perfect Trip experience
Other profile sections
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To receive e-invoice - Traveler
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To receive a copy of your e-invoice, please select the “Receive e-invoice” check box within the Email Address section of your profile. The Email Address section can be found under “Traveler Details”.
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To receive e-invoice – Travel Arranger
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For a travel arranger to receive a copy of the e-invoice, please select the “Receive e-invoice” check box within the Arranger section of your profile. The Arranger section can be found under “Communication” tab”.
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Arranger Profile on mobile
In mobile app, you cannot manage profile data of your travlers, just book or manage their trips
To move to your own personal profile and mobile view of your own, click on menu icon left uper corner, and then „Switch to personal view” button
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