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User Profiles within TripBuilder

Jamina Padilla
Updated

The following table matches each TripBuilder user profile with their application access.

User Profiles Application Access
Employee - Admin
  • Booking funnel (Discovery, Planner and Checkout)
  • Customer Care
  • Inventory 
  • Settings
Employee - Full Permissions
  • Booking funnel (Discovery, Planner and Checkout)
  • Customer Care
  • Inventory 
Employee - Product Management Only 
  • Booking funnel (Discovery, Planner and Checkout)
  • Inventory (Products & Pictures Library only)
Employee - Customer Care Only
  • Booking funnel (Discovery, Planner and Checkout)
  • Customer Care
Admin User of Travel Agency
  • Booking funnel (Discovery, Planner and Checkout)
  • Customer Care (a subset of pages, in read-only and with limited actions)
User of Travel Agency
  • Booking funnel (Discovery, Planner and Checkout)
Guest
  • Booking funnel (Discovery, Planner and Checkout)

 

Please note:

Unlike other user profiles, which are specifically created by an "Employee - Admin" user, "Guest" users are automatically created by TripBuilder anytime a user reaches the Checkout stage and fills in their contact information (i.e., name and email address). This process is fully transparent to the "Guest" user, who is often an IBE user. No credentials are required for account creation, and no default credentials are issued or sent by email.

 

Know more:

Check out the How to create a new TripBuilder user? article to learn more.

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Comments

2 comments

Date Votes
  • Sonam Martig

    Hello, I got a question regarding the user profile "guest". What is the purpose of this profile and access area?

    0
  • Anne Faulmann

    Hi Sonam 

    Thanks for your questions. 

    "Guest" is the main contact of a customer's itinerary automatically updated upon a booking or request. These are details of the main contact entered during the checkout. 

    The only access area is the itinerary that they are planning and eventually book. (Summary) 

    However, when handling bookings, always refer to the pax and contact data stored on the itinerary! (Customer Care)

    I hope that answers your questions. 

    Best, 

    Anne 

     

    0

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