Can I give my staff different levels of access so a junior agent cannot see everything?

General Questions
0
Asked by Leena Kapoor 📅 Aug 24, 2026 1:57 PM

Can I give my staff different levels of access so a junior agent cannot see everything?

Answer

0
Answered by Kavita Menon 📅 Aug 24, 2026 2:02 PM

Yes. Travel agency software is normally built so that every member of your team has their own login, and each login is tied to a role that decides what that person can see and do inside the portal. You stay in control of who gets which role, and you can change or switch off a login the same day someone leaves.

In practice this means a junior agent can be set up to search, quote and book, while the parts you would rather keep private stay hidden from them. Common examples are your markup and commission settings, your supplier logins, the sales and profit reports, refunds and cancellations, and the ability to add or remove other users. Most systems also keep a record of who made each booking and each change, which is useful when you need to check what happened on a file.

How fine the control gets does depend on the plan you are on and on the system itself. Some setups give you a few fixed roles such as admin, agent and accounts, while others let you tick permissions one by one. It is also worth knowing that anything your staff do with a supplier still goes out under your agency account, so access control inside the portal protects your commercial information but does not change who the supplier holds responsible.

Before you add your next team member, open the users area of your portal, look at the roles that already exist, and check that the one you plan to give them hides your markups and reports.

Saved.

Ready to get started?

Trusted by travel agencies worldwide, helping teams launch faster and grow bookings with stable pricing, payments, and automated vouchers.