Can I stop my staff from seeing certain things in the software, like how much profit I make on each booking?

General Questions
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Asked by Sneha Bose 📅 Oct 6, 2026 7:24 AM

Can I stop my staff from seeing certain things in the software, like how much profit I make on each booking?

Answer

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Answered by Kavita Menon 📅 Oct 6, 2026 7:32 AM

Yes, in most cases you can. Travel agency software is normally built with staff roles, so the person who owns the agency does not have to give everyone the same view. You can usually create a login for a consultant that lets them search, quote and book, while the cost price, the markup and the margin column stay hidden. The same idea applies to refunds, cancellations, markup settings and the sales reports, which many agencies choose to keep for owners and managers only.

How fine that control gets depends on your plan and on how the portal has been set up for you. Some setups give you a short list of ready made roles, such as consultant, accountant and administrator, and you simply pick one for each person. Others let you switch individual permissions on and off for each member of staff. It is worth asking which of the two you have before you promise someone that they will never see a particular screen.

There is one honest limit to keep in mind. Hiding the margin stops casual viewing, but it does not change what a supplier shows. If a staff member can open a supplier voucher, a ticket or a confirmation email that carries the net amount, they may still work the cost out from there. Agencies that care a lot about this usually combine the role settings with a clear rule about who is allowed to download supplier documents.

A good next step is to write down the handful of screens you would rather your team did not reach, then ask us to go through your current roles with you and show which of those can be locked down on your plan.

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