Can I control what each of my staff members can see and do in my travel agency software?
General QuestionsCan I control what each of my staff members can see and do in my travel agency software?
Can I control what each of my staff members can see and do in my travel agency software?
Yes, you can. Travel agency software normally gives every member of your team their own login, and you decide what each login is allowed to see and do. A junior counter staff member can be set up to search and book, while only a senior person or the owner can approve a refund, change a markup or open the accounts section.
The usual controls cover things like who can cancel a booking, who can see the net cost from the supplier as opposed to the selling price shown to the customer, who can edit customer records, and who can open the sales reports. Many systems also keep a simple record of which login made or changed a booking, so if something looks wrong later you can see who did it and when.
How far this can be split up honestly depends on the software and the plan you are on. Some setups let you create your own roles and tick permissions one by one, while others give you a fixed set of roles such as agent, manager and admin that you assign people to. Anything that happens on the supplier side, such as whether a ticket can be voided at all, still follows the supplier rules no matter what permission you give the staff member.
Before you set your team up, write down who in your office should be allowed to refund, to see cost prices and to change markups, then ask whether those permissions are fixed roles or something you can build yourself, and make a habit of removing a login the day someone leaves.
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