Managing Agency Teammates and Roles

Manage Teammates

• The Teammates section displays the Agency employees/usernames, emails, role, and status.

• Use the Search box to find specific users .

• Click Add Teammate button on the top-right corner to add a new user .

• Click the ellipsis (...) to Edit or Delete users.

• Clicking Edit displays the Agency User login profile for modification.

• NOTE: An Agency Admin role cannot delete an Agency Owner role .

Teammate Roles

• Agency Owner: Master account, can manage all things at the TMC level (companies, settings, teammates, trips) .

• Agency Admin: Same as Owner, but cannot delete the Owner .

• Account Manager: Cannot view or modify agency level settings. Can access Company level, search trips, PNR sync, view Company settings (but not create them), and can create/modify Events and Policies, revoke/delete invites, and book travelers.

• Agent: Has certain read-only privileges (viewing companies and events). Can use Traveler Look up and can book a traveler.