Settings

User Role Access and Permissions

In this article, you'll learn about the access and permissions of each user role i.e. what they can access and what they can do exactly.

Last Updated: June 6, 2025


Below are the available Role you can setup for your users in order to access the system:

 

________________________________________________________________________

Administrator: Access to everything. Able to do everything. 

 

________________________________________________________________________

Technical Employee: Next level after Administrator having access to most of the part of the system.

 

Access

Permission

Dashboard (standard)

  • Access to standard view of Dashboard
  • Access to POS and mPOS: Yes

Bookings (no access to inquiries)

  • Change Agent, but not able to change agent’s commission
  • Not able to change the price of an existing guest

Schedules & Manifest (standard)

  • No calendar sync

Products (standard)

  • Access to Schedule and Prices: Yes

Promotion (standard)

  • Access to standard view of Promotion

Channel Manager (standard)

  • Access to standard view of Channel Manager

Reporting & Business Intelligence (standard)

  • Access to standard view of reporting & Business Intelligence

Settings

  • User & Employees: Yes
  • Checkout & Taxes/Fees: Yes
  • Payment Platforms: Yes
  • Apps: Yes
  • Product & Booking Settings (standard one): Yes
  • TrekkSoft Website Builder (standard): Yes

 

 

________________________________________________________________________

Employee: Next level after Technical Employee having limited access and permission.

 

Access

Permission

Access to limited view of Admin Desk. 

  • Access to POS/ mPOS: Yes

Dashboard (standard)

  • Access to standard view of Dashboard

Bookings (no access to inquiries)

  • Change Agent, but not able to change agent’s commission
  • Not able to change the price of an existing guest

Schedules & Manifest (standard)

  • No access to Calendar Sync

Products (standard)

  • Access to standard view of Products

Promotion (standard)

  • Access to standard view of Promotion

Channel Manager

  • Only access to Partner Network

Reporting & Business Intelligence

  • No Access

Settings

  • User & Employees: Yes
  • Product & Booking Settings (standard one): Yes
  • TrekkSoft Website Builder (No access to Domain):  Yes

 

IMPORTANT! Nothing will change assigning agent to the user.

 

 

________________________________________________________________________

Accountant: Access to the most of the accounting and reporting parts of the system.

 

Access

Permission

Access to limited view of Admin Desk. 

  • Access to POS/ mPOS: No

Dashboard 

  • Not allowed to see upcoming activities overview

Bookings (no access to inquiries and guests & buyers)

Basket Details

  • No rebooking permission
  • Not allowed to change agent (nor commission): field empty
  • Show user’s profile: No
  • Email info: No

Basket Summary

Basket item level: 

  • Show details: No
  • Add guest: No
  • Add basket item add-on:  Yes
  • Edit remarks: No
  • Cancel basket item:  Yes
  • Rebook basket item: No
  • Create basket item for this trip in my current basket: No

Guest level:

  • Show guest details: No
  • Rebook guest: No
  • Edit guest: No
  • Add addon: No
  • Cancel guest: Yes
  • Uncancel guest: Yes
  • Download ticket: Yes
  • Download passbook: Yes
  • Send PDF ticket: Yes

Schedules & Manifest

Products

Promotion 

Channel Manager 

  • No access

Reporting & Business Intelligence (standard)

  • Reporting (Sales/Cashflow/Turnover/Partner/Agent: No
  • Access to Business Intelligence: Yes

Settings

  • Only access to Payment Platforms

 

 

________________________________________________________________________

Editor: Access to the Website builder of the system.

 

Access

Permission

Access to limited view of Admin Desk. 

  • Access to POS/ mPOS: No

Dashboard 

  • Not allowed to see upcoming activities overview

Bookings 

Schedules & Manifest

Promotion 

Channel Manager 

Reporting & Business Intelligence

  • No access

Products

  • Activity: Yes
  • Addons: Yes
  • Shop items: Yes

Settings

  • Access to Merchant Settings: No
  • Product & Booking Settings: Yes
  • TrekkSoft Website Builder (No access to Domain): Yes

 

 

________________________________________________________________________

Guide: Access to the guests section of the system.

 

Access

Permission

Access to limited view of Admin Desk. 

  • Access to POS/ mPOS: No

Dashboard 

  • Not allowed to see upcoming activities overview

Bookings 

Products

Promotion 

Channel Manager 

Reporting & Business Intelligence 

Settings

  • No access

Schedules & Manifest

Calendar view

  • Access to calendar sync: No

Schedule view: 

  • Allowed to block schedule: No
  • Access to Manifest: Yes
  • Edit activity: No
  • Edit schedule: No
  • Move to different time/date: No
  • Create item like this: No

Guest manifest: 

  • Resources are shown as “object object” - no details on name
  • Access to notify guests: No
  • Access to cancel trip: No

Guest level guest manifest: 

  • Edit guest: Yes
  • Show details: Yes
  • Download ticket: Yes
  • Show basket details: Yes

 

 

________________________________________________________________________

Agent: Agents are the user of the system having permission to POS Desk and mobile app (mPOS) with their own access and permission setup. 

 

Get more details about Agent access and permissions here.

 

 

________________________________________________________________________

User without password: This is a user role reserved for the end customer having access to the front end website only.