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CWT confidential and proprietary March 2019 myCWT Profile Travel Arranger user guide

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Page 1: myCWT Profile Travel Arranger user guidecwtconnect.net/.../05/...travel-arranger-tutorial.pdf · Arranger for him, click on Select tab, see the drop list of all of your Travelers

CWT confidential and proprietary

March 2019

myCWT ProfileTravel Arranger user guide

Page 2: myCWT Profile Travel Arranger user guidecwtconnect.net/.../05/...travel-arranger-tutorial.pdf · Arranger for him, click on Select tab, see the drop list of all of your Travelers

Agenda

© 2019 CWT 2

Log in

myCWT Profile - 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

Page 3: myCWT Profile Travel Arranger user guidecwtconnect.net/.../05/...travel-arranger-tutorial.pdf · Arranger for him, click on Select tab, see the drop list of all of your Travelers

Log in

© 2019 CWT 3

Page 4: myCWT Profile Travel Arranger user guidecwtconnect.net/.../05/...travel-arranger-tutorial.pdf · Arranger for him, click on Select tab, see the drop list of all of your Travelers

© 2019 CWT 4

Invitation email

Traveler 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.

Page 5: myCWT Profile Travel Arranger user guidecwtconnect.net/.../05/...travel-arranger-tutorial.pdf · Arranger for him, click on Select tab, see the drop list of all of your Travelers

© 2019 CWT 5

Activation email

Another 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 password

If 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

Page 6: myCWT Profile Travel Arranger user guidecwtconnect.net/.../05/...travel-arranger-tutorial.pdf · Arranger for him, click on Select tab, see the drop list of all of your Travelers

© 2019 CWT 6

User reviews the Traveler Notice or

agrees with the Data Protection

Statement

Data Protection Statement or Traveler Notice

Page 7: myCWT Profile Travel Arranger user guidecwtconnect.net/.../05/...travel-arranger-tutorial.pdf · Arranger for him, click on Select tab, see the drop list of all of your Travelers

© 2019 CWT 7

Home page

myCWT Profile is accessed

with My Travel Profile link

Via My Travel profile you can

also access your travelers

profile data

Bookmark the URL

https://www.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

Page 8: myCWT Profile Travel Arranger user guidecwtconnect.net/.../05/...travel-arranger-tutorial.pdf · Arranger for him, click on Select tab, see the drop list of all of your Travelers

myCWT ProfileProfile navigation for Arrangers

© 2019 CWT 8

Page 9: myCWT Profile Travel Arranger user guidecwtconnect.net/.../05/...travel-arranger-tutorial.pdf · Arranger for him, click on Select tab, see the drop list of all of your Travelers

© 2019 CWT 9

Maintain Traveler

To access your own profile click on My Profile

To 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

Page 10: myCWT Profile Travel Arranger user guidecwtconnect.net/.../05/...travel-arranger-tutorial.pdf · Arranger for him, click on Select tab, see the drop list of all of your Travelers

© 2019 CWT 10

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.

Page 11: myCWT Profile Travel Arranger user guidecwtconnect.net/.../05/...travel-arranger-tutorial.pdf · Arranger for him, click on Select tab, see the drop list of all of your Travelers

© 2019 CWT 11

Changes are highlighted in the status box

11

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

changed

By 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’

button

When 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’

Page 12: myCWT Profile Travel Arranger user guidecwtconnect.net/.../05/...travel-arranger-tutorial.pdf · Arranger for him, click on Select tab, see the drop list of all of your Travelers

© 2019 CWT 1212

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 whom

By clicking on ‘View History’ the user can see the entire history of access or changes to

the profile

History of profile changes

Page 13: myCWT Profile Travel Arranger user guidecwtconnect.net/.../05/...travel-arranger-tutorial.pdf · Arranger for him, click on Select tab, see the drop list of all of your Travelers

© 2019 CWT 13

Click the ‘Print Summary’

button

Review or print the

summary page of all

the profile details

Profile summary

Page 14: myCWT Profile Travel Arranger user guidecwtconnect.net/.../05/...travel-arranger-tutorial.pdf · Arranger for him, click on Select tab, see the drop list of all of your Travelers

© 2019 CWT 14

14

To access other sections of your profile navigate to

Communication – add traveler Arrangers there

Payment/Reporting – add Credit Card and your company reference fields

Air, 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 and

provide more information that will help CWT to ensure Perfect Trip experience

Other profile sections

Page 15: myCWT Profile Travel Arranger user guidecwtconnect.net/.../05/...travel-arranger-tutorial.pdf · Arranger for him, click on Select tab, see the drop list of all of your Travelers

© 2019 CWT 15

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

Page 16: myCWT Profile Travel Arranger user guidecwtconnect.net/.../05/...travel-arranger-tutorial.pdf · Arranger for him, click on Select tab, see the drop list of all of your Travelers

© 2017 CWT 16