Can I set up different user roles on my portal so my staff only see what they need to do their job?

Yes, you can create different user roles with different permissions so that staff members only see the parts of your portal they need to use. For example, you might set up a booking agent role that can search and book flights and hotels but cannot access financial reports or customer payment details. You could create a manager role that can see bookings and sales reports but cannot change portal settings. You might also want a finance role that can see invoices and refunds but not make bookings. The specific roles and permissions available depend on your plan, so you should check what options come with the plan you choose.

Setting up roles this way helps protect your business because staff members cannot accidentally change things they should not touch. It also makes your team more efficient because people spend less time looking through parts of the software that are not relevant to their work. If you have sub agents or branch offices using your portal, you can give each one their own role so they can only see their own bookings and credit balance.

You can usually manage roles and permissions yourself from your portal's admin section without needing help from support. When you first set up your portal, start by thinking about what different people in your team need to do, then create roles that match those jobs. You should check your plan details and your portal's settings page to see exactly which roles and permissions you can create.