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Creating agents and other users

Creating Agents

TrekkSoft provides an Agent feature, which allows others to sell services on your behalf.

If you would like to give an agent the ability to sign in to use the Agent Desk, then you must allocate a user name to the Agent. Each unique user can only be allocated to ONE Agent, but an Agent can be allocated to more than one user. Each Agent can be assigned different rights in order to further accommodate your business model and restrict access to specific information such as bookings and commissions.

If an Agent does not have an allocated user, then they will only be able to provide their Agent Code to customers when they purchase a ticket, opposed to booking trips for the customer on their own.

To create an Agent, select Promotion > Agents on the left navigation bar. From here, click the Add Agent button.

Agent Code - This will be the code that is entered when purchasing a ticket, in order to let our system know that a specific Agent is responsible for the sale. It is best practice to create a discount code that is deducted when the code is entered, in order to give customers more of an incentive to use the codes in the first place.

Commission - This is the percentage of the sale that is paid to the Agent as commission.

Accounting Period - This setting determines when balances and account summaries are calculated for payment

Bank Details - Notes to keep about how to pay your Agents. 

Permissions - There are a number of permissions that can be selected based on the type of Agent you would like to create. 

If you wish to assign a user name to the Agent, select the Allocate Users button on the top of the page

Next, select the user(s) that you would like to assign to your Agent.

Once you are done, click Save.

 

Adding a User or Customer

You can add a User or a Customer to the list by clicking the Add User or Add Customer button.

There are eight different roles available to create a user/customer:

User without password - A basic user who does not need access to an account. He will only be able to access his cart to see his bookings - these are the guests to your trips.

Guide (Resource) - As a guide, the user will only be able to see the schedules: where the meeting point is, and how many guests there are.

Accountant - this role fits perfectly your internal or external employee in charge of the company’s numbers, he will be able to access Reports, Basket Overview and Detailed View.

Editor - This user role is suitable for an internal or external employee in charge of the layout of your website. Editors are able to edit the CMS pages, activity editing, creating add-ons and editing shop items.

Agent - A user who has a password protected account in order to review previous orders, upcoming trips, scan tickets, etc.

Employee - An internal employee that you trust with access to all of your account information and bookings. This role can't see accounting reports or manage users.

Technician - this is a role with extended Employee permissions. He will have additional access to: AppsCheckoutTaxes & FeesDomains & CNAME and All Reports. He will not have access to banking information, or editing users.

Administrator - The overall administrative account which can edit other users and perform administrative tasks such as reporting.

After entering the appropriate information and a password (if needed) click Save.

The main difference between Users and Agents is that the former is a final customer, and the latter works for the company. The user can books and pay for trips and he doesn’t have a password; the agent has a password, and inside information on the company’s business.

The difference between Technical Employee and Admin, is that the Technical employee can't access the Merchant Profile, Payment Gateways nor Accounts and Subscription, under the Settings tab.

 

What's Next?

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