Welcome to Pana we're excited to help make travel delightful for you and your team. 🎉
We’ve broken down the basics of getting started Pana with this handy admin to-do list.
✉️ Step 1: Accepting the invite and creating your account
- Check your email inbox for an invite to create your Pana account.
- Follow the onboarding steps to complete your traveler profile.
- Switch to Admin mode.
💸 Step 2: Setting up billing for your company
- Connect your company bank account.
🚀 Step 3: Creating custom fields
- Setup your Custom Employee Field(s) and Trip/Purchase Custom Field(s).
🙏 Step 4: Inviting team members to join Pana
- Send invites to your team one by one or via CSV upload.
Did this answer your question?