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 update [Nov 29 , 2023]

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

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Administrator: Access to everything. Able to do everything.

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

Access	Permission
Dashboard (standard)
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)
Promotion (standard)
Channel Manager (standard)
Reporting & Business Intelligence (standard)
Settings	User & Employees Checkout & Taxes/Fees Payment Platforms Apps Product & Booking Settings (standard one) TrekkSoft Website Builder (standard)

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

Access	Permission
Access to limited view of Admin Desk. Access to POS/ mPOS.
Dashboard (standard)
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)
Promotion (standard)
Channel Manager	Only access to Partner Network
Reporting & Business Intelligence	No Access
Settings	User & Employees Product & Booking Settings (standard one) TrekkSoft Website Builder (no access to domain)

IMPORTANT! Nothing will change assigning agent to the user.

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

Access	Permission
Access to limited view of Admin Desk. No Access to POS/ mPOS.
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: Edit remarks: No Cancel basket item: 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: No Uncancel guest: No Download ticket Download passbook Send PDF ticket
Schedules & Manifest Products Promotion Channel Manager	No access
Reporting & Business Intelligence (standard)
Settings	Payment Platforms

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Editor: Access to the Website builder of the system.

Access	Permission
Access to limited view of Admin Desk. No Access to POS/ mPOS.
Dashboard	Not allowed to see upcoming activities overview
Bookings Schedules & Manifest Promotion Channel Manager Reporting & Business Intelligence	No access
Products	Activity Addons Shop items
Settings	No access to settings Product & Booking Settings Website builder (no access to domain)

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Guide: Access to the guests section of the system.

Access	Permission
Access to limited view of Admin Desk. No Access to POS/ mPOS.
Dashboard	Not allowed to see upcoming activities overview
Bookings Products Promotion Channel Manager Reporting & Business Intelligence Settings	No access
Schedules & Manifest	Calendar view No access to calendar sync Schedule view: not allowed to block Only access to Manifest, not access to: 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 No access to notify guests No access to cancel trip Guest level guest manifest: Edit guest Show details Download ticket Show basket details

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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.

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