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Navan (formerly TripActions) Profile Setup

Important Note: please read this card in its entirety and follow all steps. It is critical that your bank account information is added in order to be reimbursed.

To begin setup for your Navan profile, please click the Navan logo on your Microsoft Apps home screen. Please make sure to register your account on your work computer, not your phone. You will only be able to log onto the TripActions website through Signing in with Microsoft Office 360.

This is your first time logging in, so you will be prompted to start entering your profile information, including your name and business email. Your personal email is not required.

You will now be prompted to enter your travel preferences. This is not required, and you can always revisit your profile and update as needed.

You will be asked if you'd like to join Lemonade, Navan's personal travel partner. This is a free loyalty program and enables you to book personal travel on the Navan site. It is not required, feel free to select Skip. If you'd like to join, enter your personal email. This is also where you can enter your additional travel loyalty clubs if you'd like to have the option to get points, rewards, etc for travel booked through Navan. This is also not required, and can be updated in your profile at any time.

You will now be prompted to download the Navan app. This is mandatory for all employees.

When all steps have been completed, return to your AP Dashboard (https://myapps.microsoft.com) to sign in again. You will be taken to your profile page, where you can verify if the information there is accurate and make changes.

Now select Navan in the left hand corner to open the drop down menu. Select Expense.

Click on settings. You should now enter your bank information for future reimbursement. If you do not add your bank account information, you will not be able to submit expenses for reimbursement.

Select Settings tab on the top of the screen:

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Now add your bank account information and link it to your profile!

Your expense will be rejected if your bank account is not linked to your profile.

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Your Navan profile is set up!

Additional resources: https://community.tripactions.com/s/article/How-do-I-complete-my-Traveler-Profile

For more on the Navan mobile app: Navan (formerly TripActions) Mobile App

Please contact Matthew Liu or the Navan support team with any questions or issues.

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