navan-enterprise-rbac

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Configure Navan admin roles, travel policies, approval workflows, and department-level access controls. Use when setting up enterprise RBAC, policy enforcement, or approval chains in Navan. Trigger with "navan rbac", "navan roles", "navan travel policy", "navan approval workflow".

AI & Automation 2,266 stars 315 forks Updated today MIT

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Skill Content

# Navan Enterprise RBAC ## Overview Navan's enterprise tier provides granular role-based access control, configurable travel policies, and multi-tier approval workflows. The platform enforces in-policy vs out-of-policy bookings at the point of purchase — travelers see policy-compliant options highlighted and must justify out-of-policy selections through approval chains. This skill covers the admin role hierarchy, policy rule configuration, department-scoped access, and API-driven policy management. ## Prerequisites - Navan enterprise account with Global Admin or Travel Admin access - OAuth 2.0 credentials with admin-scoped permissions (see `navan-install-auth`) - Organizational hierarchy defined (departments, cost centers, reporting lines) - Dedicated Customer Success Manager contact (included with enterprise tier) ## Instructions ### Step 1: Understand the Navan Role Hierarchy ``` Global Admin ├── Travel Admin — Manage travel policies, view all bookings ├── Expense Admin — Manage expense policies, approve/reject reports ├── Finance Admin — View spend analytics, export financial reports ├── Department Manager — Approve bookings/expenses for direct reports ├── Arranger — Book travel on behalf of other employees └── Traveler — Book own travel within policy, submit expenses ``` | Role | Book Travel | Approve | View All Bookings | Edit Policies | Manage Users | |------|-------------|---------|-------------------|---------------|-...

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Author
jeremylongshore
Repository
jeremylongshore/claude-code-plugins-plus-skills
Created
7 months ago
Last Updated
today
Language
Python
License
MIT

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