Team
Articles in this collection
- Add team members to your account
Only account 'Owners' and 'Admins' have permission to add team members.Note: Cabin subscriptions only allow one team member.To add your team to your account, follow the steps below:Click your avatar in the top right of your screen and then click...
- User permissions
When adding team members, the 'Owner' or 'Admin' may choose the new member's level of access prior to sending the invitation.🤝 'Owner'Has access to and can edit all TripMapper account settings.Can add, edit and delete all template itineraries,...
- Resend or revoke a pending invitation to a team member
Only 'Owners' and 'Administrators' have permission to add team members.To resend or revoke a pending invitation to a team member follow the steps below:Click your avatar in the top right of your screen and then click ‘Settings.’Click the 'Users'...
- Remove users from your account
Only 'Owners' and 'Admins' have permission to remove users.To remove users who have access to your TripMapper for Business account, follow the steps below:Click your avatar in the top right of your screen and then click ‘Settings.’Click the 'User'...
- Remove a team Member's access to seeing client prices and company mark-up/ margin
An 'Owner' or an 'Admin' may restrict a 'Member' from seeing client prices and company mark-up/ margin by following the steps below:Click the avatar in the top right corner of your screen. Then click 'Settings.'Click the 'Users' tab.Click the...
- Adding teams
As well as being able to add users to your account, TripMapper for Business allows you to organise your users across different teams. Teams provide structured collaboration with customisable permissions.Only 'Members' can be added to teams; 'Admins'...
- Allocate a team to an itinerary, template or supplier
Allocate a team to an itineraryTo allocate a team to an itinerary ('Template', 'Proposal' and/or 'Upcoming'), follow the steps below:Select the applicable itinerary ('Template', 'Proposal' and/or 'Upcoming').Click 'Manage'In the 'General Settings',...
- Remove a user from a team
To remove a 'Lead' or 'Agent' from a team, follow the steps below:Click your avatar in the top right of your screen and then click ‘Settings.’Click the 'Users' tab.Click the 'Teams' tab.Click the applicable team.Click the 'Leads' or 'Agents' tab as...