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Managing User Role Settings


What are User Roles?

Just as a company can have employees that work in different departments and perform different functions, users in TravelDocs can belong to different teams and have access to different functionality appropriate for their job.

Roles therefore specify what a user can and cannot do in TravelDocs. For example, and "Administrator" role may have access to manage content libraries and system settings.

 

Managing User Roles

Click on the Users option in the lef menu bar of the TravelDocs Dashboard, as shown below.

Now click on the Roles menu option in the sub-menu that is now visible, as shown below.

By default in a new TravelDocs account, there will be two default roles creates, these are "Administrator" and "Consultant".  You may see other role names in your system.

To add a new user role, click on the Add button to create a new Role, or click on the Edit button to edit an existing Role.

As shown above, type the name of your new Role in the Role Name data field.

Next click on the available features to assign those privileges to this Role:

Access to manage Template & Content Libraries: This privilege will allow users assigned this Role to have access to administor the assets in the content libraries and also update the settings and content of the itinerary templates used to create travel itineraries.

Acces to manage System Settings: This privilege will allow users assigned this Role to have access to the Settings area of the TravelDocs system, this is the "settings" menu in the left menu bar of the TravelDocs Dashboard.

Access to User Management: This privilege will allow users assigned this Role to have access to the User Profiles and Role management features, allowing them to create and edit privileges of all TravelDocs users.

 

After selecting the correct settings for this Role, click on the Save button to commit your changes.

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