On the left-hand side menu, click on More and select Users.
Then, click on NEW USER located on the right-hand side.
In the pop-up window that appears, fill in all mandatory fields marked with an asterisk (*):
First Name: Enter the user’s first name.
Last Name: Enter the user’s last name.
Email Address: Enter the user’s email address.
Note: The email address will be used to send the user a Triparound invitation enabling them to activate their account and gain access to Triparound.
Phone Number: Enter the user’s phone number (mobile or office number).
Status: Select the appropriate status of the user from the available options:
Active: The user is allowed to access Triparound.
Disabled: The user is not allowed to access Triparound.
Roles: Select the appropriate role assigned to the user from the available options (Business, Employee, Concierge, etc.).
Note: This will also allocate the required permissions and capabilities within Triparound. Triparound offers various types of Roles with assigned attributes (Business, Employee, Concierge, Agent, Read-Only). For further information concerning roles and how to create your own ones, follow the link Create and manage Roles.
Limit user access to certain Product categories: Select the appropriate product category or categories that the specific user will be allowed to access.
Example: If the product categories listed in the system are Tours, Private Dining and Wellness & Fitness and only Private Dining is selected, then this particular user will be able to see and book the experiences allocated only to this specific category.
Note: If the field is left blank, then the user will have access to all products and all categories. For further information on product categories follow the link How to create and use Product Categories.
Send invitation email: Activate for an email invitation to be sent to the user once the SAVE button is clicked.
Note: Alternatively, if left inactive the email invitation can be sent at a later time from the Actions button.
Click on SAVE when done.
Upon completion of the above process, the new user will be inserted into the table.
Moreover, the new user will receive the below email (if the Send invitation email was activated):
By clicking on JOIN NOW the new user will be redirected to a webpage in order to accept the Terms & Conditions.
Then, the new user will be prompted to create a new Password.
Click on Activate to complete the action.
The new user will now have access to the Triparound platform.