Overview

TripBuilder requires user authentication. TripBuilder administrators (who have the Employee-Admin profile) can create new users and manage user access within their TripBuilder instance.

This article outlines the steps to create a new TripBuilder user.

Creating New Users

Follow these steps to create a new TripBuilder user:

1. Navigate to Settings.

2. Select Users from the panel on the left under User Management.

3. Click the Create User button.

4. The Users page will be displayed.

5. Enter the new user's email address (required).

6. Provide the First and Last Name of the new user.

7. Choose the appropriate Profile for the user.

8. If the new user can only access a subset of the available Distribution Channels, tick the Link User to Distribution Channel box.

9. Enter the Company Affiliation (required). By default, this is the TripBuilder instance Company ID.

10. Click Save to create the new user.

The new user will receive an email at the provided email address with a direct link to TripBuilder, inviting them to set up a password. Once the password is established, the user will have access to TripBuilder.