How to invite team members-users

Modified on Wed, 23 Jul, 2025 at 1:27 PM

Steps to add a new user:

  1. Go to Settings > Users

  2. Click the purple ➕ Add new user button in the top-right corner.

  3. In the pop-up window, fill in the required fields:

    • Email Address

    • First Name

    • Last Name

    • Title (e.g., Guide / Driver, Office Staff)

    • Role
       Choose from available role types:

      • Admin – Full access to all platform features

      • Supplier Guide – Limited to tour-related features

      • (Additional roles may be available depending on your permissions)

  4. Click Save to send the invitation. The user will receive an email to set their password and log in.

Managing Existing Users:

In the user list, each row includes:

  • Email

  • First & Last Name

  • Title

  • Role

  • Action menu

Click Action to:

  • Update user details

  • Reset Password

  • Delete user account

Important Notes:

  • Only Admin users can add or delete team members.

  • Each user must have a unique email address.

  • Deleted users lose all access and cannot log in unless re-added.

 Pro Tip:

Use roles wisely to keep your operations secure. Give Admin access only to trusted staff, and assign limited roles to guides or operational personnel.

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