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Field | Description |
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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
- Add an agency of the same circle to an agency administrator profile via the "Add. managed agencies" tab
- Administrate all agencies in the particular circle (mostly TMC)- to be linked
- Allowed to create/delete new agencies
- Modify/ configure 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 of the particular circle and can carry out the same functions 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.
- Edit the none greyed out fields on the agency
- Create, edit the agency setup (if the "Can edit agency" box is ticked)
- Create, edit and delete company profiles (if the "Can create/delete companies" box is checked)
- Create, edit and delete traveller profiles (if the "Can create/delete companies" box is checked)
- Has access to the tab "Profile center" - to be linked
Image Modified Field | Description |
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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 as well as their associated travellers |
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Administrate companies | Image Removed - A company administrator can manage either a single or multiple companies based on activated settings (see below field definitions)
- An administrator of a "Parent Company" is automatically allowed to manage all the subsidiaries
Field | Definition |
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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
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Image Added
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Read-only Access | allows only Read-mode (the user can therefore not edit anything in Faces) |
Profile Reminders | It is only visible if the module Profile Reminder has been activated on the agency 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
- All = Profile Reminders for all Profiles incl. Travellers with and without credentials
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Technical / Functional details[edit]
User authorization Levels[edit]
There are different hierarchical user authorization levels:
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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.