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, template cards and trips.

• Can add team members or remove team members.

• Can see 'Reports'.

• Can manage billing or cancel the subscription.

• Can choose whether a 'Member' can see and have access to all financial information within the platform (ie. company's costs, client prices and company mark-up and margin) or can only see the company's costs (and not the client prices and not any company mark-up/ margin). See below for more information.

Example of account 'Settings' for an 'Owner':

🤝 'Admin'

• Can do everything the 'Owner' can do, apart from manage billing or cancel the subscription.

Example of account 'Settings' for an 'Admin':

🤝 'Member'

• Has limited access to the TripMapper account settings.

• Can add, edit and delete all template itineraries, template cards and trips, unless 'team' permissions have been put in place to restrict a 'Member's' access to their own team only.

• Cannot add or remove team members unless they are a team 'Lead'.

• Cannot manage billing or cancel the subscription.

• A 'Member' can be restricted by an 'Owner' or 'Admin' from seeing client prices and company mark-up/ margin.

Example of account 'Settings' for a 'Member':

Example of account 'Settings' for a 'Member' who is also the 'Lead' of the Corporate team: