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Overview

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Please note:

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

Description

Allocate additional agencies for AdministrationRole

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

for Traveller without any credentials Profiles incl. Travellers

Field	Description
Language	Assign the language in which the user interface should appear for a given administrator
Home Agency	Default 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 Administrate all agencies in the particular circle (mostly TMC)- to be linked Allowed to create/delete new agencies Modify the whole agency configuration (add/ remove interfaces, change the system settings etc.) This user has full access to the system and has full function in the particular circle as umbrella support does
Administrate agencies	In addition to the functions of a company administrator such a user is able to: & 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.     Image Removed
Field	Description
Add. managed agencies	Choose 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. 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 list
Can edit agency	Allows to modify the agency configuration & setup in the "my agency" tab
Can create/delete companies	Allows to create/delete companies
Administrate companies	Image Removed
Field	Definition
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 travellers	Allows 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
Read-only Access	allows only Read-mode (the user can therefore not edit anything in Faces)
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	only for travellers to whom no login credentials have been sent All = Profile Reminders for all	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.