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Inviting your employees to set up a business profile

With Lyft business profiles, you can provide reliable transportation that simplifies reporting and reduces ground transportation costs. A business profile allows your employees to separate their work rides from personal and access the settings you configure in the Lyft Business portal, including direct billing and receipt forwarding to your expense management provider. 

Once their business profile is successfully created, riders can simply tap Personal or Business in the bottom left-hand corner of the screen to switch profiles and the corresponding default payment method will apply.

After publishing your Lyft Business Travel program, you’re ready to share it with your employees!

In this article, well cover: 

What benefits your organization will receive when employees use business profiles?

Easy to share 

Easily share your new Lyft Business Travel program with employees by one of two sharing options available: work / organization email or a general shareable link.

Forward receipts

Save valuable employee time by automatically forwarding Lyft ride receipts for business to their work inbox.

Automate expensing

Lyft partners with popular expense software providers to eliminate manual expense reports for your employees.

Add expense info

Allow employees to select from a list of your expense codes and/or notes, or let them fill it in free form. Learn how to set up Expense Info.

Choose a business card

Allow your team members to select a default payment method for their business rides, or give them access to charge rides directly to your company’s account with Direct Billing. Enable your people to charge business rides to the company account with direct billing

Exclusive features

Get access to new ride modes such as Green rides. In select cities, riders can request an electric or hybrid vehicle the next time they travel for work — lowering the carbon footprint of their trip. There’s nothing to sign up for and no extra work to do. Riders just take a Green ride from their business profile!

How to get started

  1. Log in to the Lyft Business Portal (or at https://business.lyft.com/login )
  2. Navigate to 'Business Profiles,' then 'Programs'
  3. Select 'Add program' in the upper right hand cornermceclip0.png
  4. Set up your program, adding in an internal name, adding rider-facing communications like organization name, program name, and logos.
  5. Select expense type, if you wish for the rider to pay up front or for the rides to be directly billed to your company
    • If you select direct billing, you will be prompted to add an invoice group. If you haven't yet set up an existing invoice group, learn how here. mceclip2.png
  6. Select an expense management provider for receipt forwarding
  7. Select 'Publish' to save and finalize your program

How to share Lyft Business Travel Program using work or organization emails

Use work or organization emails to share your Lyft Business Program with riders who are a part of your organization (i.e. employees or members). When you share it to riders’ work or organization emails, they’ll receive an email notification that your organization has sent an invite to create a business profile.

To begin sharing, select Business Profiles from the left navigation bar in the Lyft Business Portal

  1. Select the program that you’ll be sharing via work or organization emails
  2. Select '+ Add People' in top right corner
  3. On the 'Add people' screen, you can enter your riders’ work email addresses in two ways:
    1. Enter your riders’ work email addresses manually and separated by commas in the 'Email address' box. This method is best if you have a small number of riders to share the program with
    2. Select 'Upload CSV' to upload a CSV file with your riders’ email addresses listed in the first column with no headers. This method is best if you have a large number of riders to share the program with
  4. Select 'Send invite' once you’ve added all rider email addresses to share with
  5. You’ll see a 'Success' banner pop up letting you know the program was shared successfully

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How to share Lyft Business Travel Program using a link

A general shareable link is a single link that can be used by any employee that has it. It’s an easy way to share your Business Travel Program without needing to upload emails. 

To begin sharing, select Business Profiles from the left navigation bar in the Lyft Business Portal

  1. Select the program that you’ll be sharing via work or organization emails
  2. Select '+ Add People' in top right corner
  3. On the 'Add people' screen, select 'Generate link'
  4. Select 'Copy link' and you’ll see a banner pop up that says 'Shareable link copied'
  5. Start sharing across any internal channels or directly with employees. Remember that each link is for that specific program. If you have unique programs, you’ll need to make sure you’re sharing the right link with the correct audience. 

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How to resend invitations, in bulk 

Easily resend invitations, in bulk, to all riders that have been invited but not joined a business travel program. Watch the below video for additional information.

 

 

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