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Overview

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Please note:

The support function Administrate Circle is only visible to a Circle administrator.

 

Description

FieldDescriptionAdd. managed agencies
FieldDescription
LanguageAssign the language in which the user interface should appear for a given administrator
Home AgencyDefault Agency for the administrator. Circle administrators are able to change the agency if there are multiple agencies in their circle

Support Function

Administrate circle

In addition to the functions of an agency administrator such a user is able to:

  • Create circle admin profiles.

A administrator of a bundle of agencies (mostly TMC). Allowed to create/delete new agencies and modify the agency configruation & setup and to create/delete companies. Profile Center: the export of all travellers will create a CSV only for all travellers from the home agency.

Administrate agencies

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RoleChoose the predefined role to be assigned to the particular user from the drop down list. Roles are customizable and are agency/ circle specific as elaborately explained under Roles 
Add. managed Agencies

Allocate additional agencies for

Administration

administration. More agencies can be allocated by clicking "add new". This has to be added to the profile by either Umbrella support

or

, by a circle administrator

. An agency administrator can however remove and agency from this listCan edit agencyAllows to modify the agency configuration & setup in the "my agency" tab.Can create/delete companiesAllows to create/delete companiesAdministrate companies

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FieldDefinitionRead-only Accessallows only Read-mode (the user can therefore not edit anything in Faces)

or an agency administrator who has been assigned the rights to be able to administrate all the agencies in question

P.S: This field appears only if an agency administrator role is selected

Add Managed companies
  • If the "Manage all companies" box is ticked, search field box beneath it is blended out. This allows the user to administrate all companies of the home agency
  • If the user is allowed to only administrate one company then this is entered into the search field. Use the "Add new" button to create extra fields to insert more company names in case the user should administrate more than one company
Can edit company

Allows to edit the company profile.

 

Can create/delete travellersAllows to create/delete travellers

If the fields "Can edit Company" under Administrate companies is activated or "Can create/delete companies" under Administrate agencies is deactivated then administrator can only modify/edit the following fields in the company profile:

  • Street
  • Street 2
  • ZIP
  • Place
  • Country
  • Phone
  • Fax
  • Email, Email2, Email3
  • E-Mail invoice delivery
  • Generic fields "my agency" with READ_WRITE and/or COMPANY ONLY

P.S: This field appears only if a company administrator role is selected

Profile Reminders
It is only visible if the module Profile Reminder has been activated on the agency under System Settings
This field indicates if the administrator wants to be informed of any expired profile data of his associated traveller profiles.
  • none = no Reminders
  • Travellers without Credentials = Profile Reminders
for Traveller without any credentials
  • only for travellers to whom no login credentials have been sent
  • All = Profile Reminders for all
Profiles incl. Travellers
  • profiles including travellers with and without credentials

 

Technical / Functional details[edit]

User authorization Levels[edit]

There are different hierarchical user authorization levels:

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  • Home Agency

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  • Home agency
  • Administrate agency
  • Add. managed agencies
  • Can edit agency
  • Can create/delete companies

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Profile Center: the export of all travellers will create a CSV only for all travellers from the home agency.

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  • Home agency
  • Administrate agency
  • Can edit agency
  • Can create/delete companies

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  • Home agency
  • Administrate agency
  • Add. managed agencies (optional)
  • Can create/delete companies (acitve/deactive)

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Profile Center: Section "Publishing" and "Send credentials" are not shown

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  • Administrate companies
  • Managed companies
  • Can edit company (acitve/deactive)
  • can delete/create travellers (acitve/deactive)

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Other Features[edit]

  • The red marked fields are mandatory.
  • All white fields can be filled in, but are not absolutely necessary.
  • The gray marked fields are optional and contain a drop down menu with a range of available options.
  • The error message is always displayed at the top of the profile.
  • The active button is highlighted.
  • The entered information will be confirmed as soon as the saving button has been pressed.
  • An access can only be sent after a profile has been saved.
  • In order to delete a profile, press the delete button. This Action can not be undone and is therefore definitely.