Manage your team from Organization > Users. Here admins can invite team members, control their roles and handle account lifecycle.
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Invite Team Members
Add a team member with their email — they receive an invitation to set up their account. New accounts start in Test Data Mode until email verification, and invites are synced between Test and Live data modes.
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Roles
Each user gets a role that controls which features they can access:
- Admin — full access including organization settings, templates and reports
- Sales Head / Salesperson — leads, quotes, conversions and collections
- Reservation Head / Reservation — hotel bookings and supplier communication
- Operation Head / Operation — cab schedules, activity bookings and tour operations
- Data Operator — master data uploads such as contracts and rates
- Accounts — payments, transactions and accounting
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Teams
Teams let you group users to match how your business is organized — by department, destination or both.
- Destination-wise teams — create teams around your trip destinations so leads, quotes and bookings for a destination flow to the right group. Integrated leads can be auto-distributed to the appropriate destination team.
- Team manager — each team can have a manager, who gets access to the team’s data: their members’ leads, follow-ups, trips and reports. Managers can monitor pending and completed follow-ups of all team members with per-member filtering, and assign trips to members of their team.
- Trip-level assignment — Sales, Reservation and Operations teams are assigned per trip (automatically on conversion, adjustable later), so every stage has a responsible team.
- Reporting by team — sales and profit reports support team columns and team-wise filtering, letting managers and admins compare performance across teams.
- Access restrictions — teams also act as an access-control boundary: admins can restrict Trip Sources to specific teams or users, keeping valuable B2B relationships compartmentalized.
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Manage a User
From a user’s details page, admins can:
- View status, 2FA status, when the password was last updated, and the reason for disabling.
- Reset or set the password, optionally forcing a change on next login.
- Enable/disable Two-Factor Authentication — an icon next to the user’s name indicates 2FA status. Admin-enabled 2FA can not be disabled by the user.
- Change the login email — migrates all system data to the new email; use when the employee stays but the email changes.
- Temporarily disable the account — blocks login without deleting any data; re-enable anytime.
- Delete the user, with clarity on the billing impact and a reason for the records.
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Disabled, deleted and unverified users stop receiving all notification emails.
Salesperson Contact Numbers
Admins can associate contact numbers with salespersons — these are displayed in the Quote PDF footer so customers can reach their consultant directly.
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