Invite your staff and choose what they can do
Give your booking staff their own TripSetu login as an Admin, Manager or Viewer, and change or remove access at any time.
Everyone who uses TripSetu should have their own login. Each person has a role that decides what they can see and change.
The three roles#
| Role | Can do |
|---|---|
| Admin | Everything, including Settings, prices, invoice templates and the team |
| Manager | The day's work: bookings, trips, vehicles, drivers, customers, vendors, invoices and payments. Cannot open Settings or the team |
| Viewer | Read only. Sees the records but cannot change anything |
Only an admin can reopen an issued invoice. The person who signed up is an admin.
Invite someone#
- Open your name at the top right, then Team.
- Press Invite someone. On a phone it is the plus button.
- Enter their Email and choose the Role.
- Press Send invitation.
They get an email with a link to join your company. Until they accept, the invitation is listed on Team, where you can send it again or withdraw it.
Change a role or remove someone#
Open Team and tap the person. Choose a new Role, or remove them. A removed person can no longer open TripSetu. Restoring them brings them back with their last role.