Team and account

Add staff and choose what they can open

Every staff member signs in as themselves, so you always know who did what. The number of staff logins depends on your plan, and Team shows how many you have used.

1. 1

   Add a team member

   Press Add team member, enter their name and email and choose a role: Sales, Accounts or Manager. They get an email to choose their own password.

2. 2

   Adjust access (Pro and Business)

   Press Change access to choose exactly what they can open: Enquiries & bookings, Payments & receipts, AI package builder, Hotel rates & inventory, Suppliers, Costs & profit, Revenue, expenses & reports, and Delete things. On Starter, the role sets these for you.

3. 3

   Help with passwords

   If someone can't sign in, press Send password link.

4. 4

   See their work (Pro and Business)

   Press Activity to see their sign-ins and changes. Change History shows every change across your agency.

5. 5

   When someone leaves

   Press Switch off. They can't sign in any more, and their past work stays.