Team Management
Available nowAdd team members, decide what each role can see and do, and limit which records each person can see — their own, their team's or everyone's. Accounts can be deactivated the day someone leaves.
Team & User Management in Travel CRM
Team & User Management
AvailableAdd your team, manage their accounts and see who is handling what.
Roles & Permissions
AvailableDecide exactly what each person can see and do.
Calendar & Tasks
AvailableA shared calendar and task board for the team.
Capabilities
Add and edit team members, and reset a password when someone is locked out.
Deactivate an account when someone leaves — their records stay in the workspace.
Build roles from a catalogue of permissions for each module.
Give an individual more or less access than their role.
Limit each person to their own records, their team's or all records.
See how leads are spread across the team.
Set how long an inactive session stays signed in.
A shared team calendar, plus a task list and task board.
Workflow
A typical flow for Team & User Management in Travel CRM.
Add your team members and give each one a role.
Adjust permissions for anyone who needs more or less access.
Choose whether each person sees their own records, their team's or all of them.
Deactivate an account when someone leaves, and reassign their leads.
Who it's for
Each salesperson sees their own pipeline; managers see the team's.
See the workflow for Travel Sales TeamsClear ownership and access when many people handle partner enquiries.
See the workflow for B2B Travel BusinessesThe right access for sales, operations and accounts from day one.
See the workflow for Travel AgenciesFAQ
Yes. Record visibility can be set to their own records, their team's or all records, on top of the permissions in their role.
Deactivate their account. Their leads and bookings stay in the workspace and can be reassigned to someone else.
Yes. Create roles from the permission catalogue and adjust them as your team changes.
Related
Sales & Lead Management
Capture every travel enquiry and move it from first contact to a confirmed trip.
Reports & Analytics
See where enquiries come from, what converts and what earns.
Workspace & Settings
Set up the workspace the way your business runs.
See how Travel CRM would work with your enquiries, packages and team. The demo is free and built around your workflow.
Already a customer? Log in to Travel CRM