Helix Corporate Concierge Admin Guide
Complete documentation for corporate administrators managing Helix for their organization.
Welcome to the Helix Corporate Concierge Admin Portal documentation. This guide covers everything you need to manage your organization's corporate travel program.
What is Helix Corporate Concierge?
Helix is an advanced AI-powered concierge that can be rolled out across whole organizations. This corp admin platform allows organizations to:
- Monitor Dashboard — View real-time overview of travel activity and account status
- Manage Users — Invite team members, assign roles, and organize travelers into groups
- Manage Travel — View, track, and manage trips across your organization
- Define Travel Policies — Create rules for cabin class, hotel budgets, advance booking, and more
- Handle Approvals — Review and approve booking requests based on policy rules
- Track Expenses — Use cost codes for expense allocation and reconciliation
- Financial Management — Manage account balance, purchase credits, and track transactions
- Reporting & Analytics — Gain insights into travel spending and patterns
- Sustainability Tracking — Monitor carbon footprint from business travel
- Monitor Activity — View audit logs of all actions in your organization
Quick Start
User Roles
Helix Corp has five user roles with different permission levels:
| Role | Description |
|---|---|
| Owner | Full access to all settings and features |
| Travel Admin | Can manage policies, approvals, and all trips |
| Finance Admin | Can manage cost codes, exports, and reports |
| Approver | Can approve trip requests assigned to them |
| Traveller | Can create and view their own trip requests |
Key Features
Travel Policies
Create sophisticated travel policies with rules for:
- Cabin class restrictions (Economy, Premium Economy, Business, First)
- Hotel budget caps per night
- Advance booking requirements
- Preferred airlines
- Dynamic pricing caps
Assign policies to specific user groups for targeted enforcement.
Approval Workflows
When bookings violate policy rules, they're routed for approval. Admins can:
- Review pending bookings and trip requests
- See exactly which policy rules were triggered
- Approve or reject with comments
- Handle expired offers by refreshing search results
Cost Tracking
Manage cost codes for expense allocation:
- Create codes for departments, projects, or cost centers
- Map to GL codes for accounting integration
- Activate or deactivate codes as needed
Financial Management
Manage your organization's travel finances:
- Monitor account balance and Helix Credits
- Purchase credits in multiple currencies (GBP, USD, EUR)
- Track all financial transactions
- Use payment reference codes for bank transfers
Reporting & Analytics
Gain insights into travel spending and patterns:
- View key metrics and spending breakdowns
- Export data for accounting and planning
- Track sustainability metrics and carbon emissions
- Analyze trends by time period, cost code, or traveler
Dashboard Overview
Get a real-time view of your organization:
- Key metrics at a glance (balance, travelers, approvals)
- Recent activity and monthly spend
- Onboarding progress tracking
- Quick access to common tasks
Need Help?
If you have questions about using Helix Corporate Concierge, visit our Troubleshooting guide or contact your account manager or reach out to our support team.