Advice and answers from the WeTravel Team

Search results for:team members

Team Members: how to create trips as a team member

of the company in this short video: [Inline Video] Check out our other help center articles about Team

Team Members: how to add colleagues and co-organizers to help you manage your trip

Here is how: Add a team member ​ Go to "Profile": ​ ​ Click on "Team Members" and then "Add Team… Permissions of team members: ​You can set specific permissions for each team member when you first set… If you tick the box "Allow team member to create trips on my behalf", team members will automatically

How to update participant questionnaire information on behalf of your client?

Update Participant Information FAQ Is this feature available to the team members?… Team members with “Issue Refunds & Change Bookings” permission have access to this feature

Upcoming Payments on your Dashboard

What access will my team members have?… You can give your team members access by giving them permission to View Full Reporting & Available Balances

Calendar View for Upcoming Trips

Is this feature available to the team members?… Yes - if team members have been granted access to trips, they will see them in the calendar view

Ask A Question - Lead Generator

Team members will receive a copy of the question too, but only if the question was submitted via the… Note: Team members with "Send Messages to Participants" permission will have access to send messages… created the trip but have “Receives notifications for all trips they can access” activated in their team

Managing Email Notifications

Note 3: Team members will receive emails based on the “Notification Settings” configuration on their… own accounts and the team member notification permissions they have been granted by the parent account

How to deactivate a trip?

You and your team members can still access the trip dashboard

How to make changes to the bookings in bulk?

FAQ about Bulk Actions Is this feature available to the team members?… Team members with “Issue Refunds & Change Bookings” permission have access to this feature

Participant Table

You can now easily share these customized reports with your suppliers and team members! ​… Will my team members have access to the participant table?… Team members with access to a trip (all trips/selected trips/trips created by them) can view the participant