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You can create the unlimited number of system users. Every employee in your company is then given a unique user name and a password that will be used for logging in the system. Every employee is also assigned with a role that will determine user’s rights in the system.
User roles
Upon creating a user profile, every user is assigned with a role. The role specifies the rights of a user and controls access to particular information in the system.
The following table describes the roles and rights of the users:
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Role
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Permissions
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Accountant
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Has access to the reservations within the company’s network.
Can issue invoices on reservations.
Manages auto cancellation (an accountant can select or clear
auto cancellation check box in the reservations).Has access to the invoices and can set the terms and
conditions for their issuing.Has access to financial ledgers.
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Agent
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Creates and processes reservations for travel products and
services.Has access only to their own reservations.
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Avia sales
manager
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Creates requests for flights reservations.
Can view all reservations.
Can modify reservations (issue e-tickets, cancel and
synchronize reservations).
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Content
manager
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Creates, views and edits descriptions of hotels, direct
contracted suppliers and own products.
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Director
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Creates users, assigns system access passwords. Modifies data
of the users of the company and client companies registered
in the system.Creates agent network (registers partners, client companies,
grants system access to them by creating users, configures
contracts).Appoints managers, responsible for partner operations. Acts as
a manager for partners.Browses information on suppliers.
Creates reservations for travel products and services.
Manages all reservations within the network (changes data,
cancels, modifies status manually, print out vouchers).Changes and cancels reservations with the Approval required
status (manually).Sets general system configurations. Besides users with Director
role, only first-level users of the tour operators have this
authority.Creates tour products.
Initiates the generation of reports.
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Driver
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Can search for services, but cannot book them.
Can generate reports.
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Guest
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Can search offers but has no right to create a reservation. This
role is recommended for demo purpose just to give access for
your potential agents/distributors to see your products and
prices.
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Guide
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Can search for services, but cannot book them.
Can generate reports.
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Manager
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Creates and processes reservations for travel products and
services.Processes reservations, created by the company agents and by
clients (client companies), who are assigned to this ManagerBrowses user information of their own company and client
companies to which it is assigned as a Manager.
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Supervisor
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Has the same rights as a Director. The only difference is that a
Supervisor cannot deactivate a director.
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Sales Staff
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Sales Manager
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| Child pages (Children Display) |
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The main User roles settings:
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On the Navigation menu, point to Company profile, and click Users. The Users page appears.
Click Create. The Create New User page appears:
Fill in the required information. The fields that are to be filled mandatory are marked with the * symbol.
Among others, please pay attention to the following boxes:Role: the role determines the rights of a user in the system. For more information, please read section User Roles.
Log in, password: please pay attention that for logging in the system a user needs to enter a company code (alias), a user name and a password.
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An alias is specified manually upon creating a company profile. (See Chapter 2, Section 2.1.1). For your convenience both the company code and alias are displayed within the user profile page to the right below the Active check box.
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On the Navigation menu, point to Company profile and click Users.
Select the user for whom you need to upload a document, and the click Documents.
On the Documents tab, click Upload. The Upload New Document window appears:
Specify the following information:
Document type. Specify the type of the document being uploaded: signature of file, birth certificate, medical certificate, passport, photo, questionnaire, etc.
Validity period. Specify the starting and ending dates of validity of the document being uploaded.
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