Here, an agency/ circle is able to custom create different reusable roles than can be assigned to the various administrative logins. When creating a role, the support function for which it is meant has to be selected from the following:
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- Each administrator has to be assigned a single role (it is not possible to assign multiple roles). For the field of reference please see Settings
- The support function Administrate Circle is only visible to a Circle administrator/ Umbrella support
Overview
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Field | Description |
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Name | Give a name to the role. We suggest sensible names like: Agency Admin all funtionsfunctions, Agency Admin_can create, edit, delete role_use company setup etc. depending on the access rights allotedallowed. This creates an overview hence the roles and funtions functions can easibly easily be told apart when assigning these to administrators |
Home Agency | Default Agency for the administratorSpecific agency to which the administrative role is to be created. Depending on the support function, this field might already be set to the default agency of the administrator creating the role. Circle administrators are able to change choose the agency if there are multiple agencies in their circle |
Support Function | Rights |
Administrate circle | In addition to the functions of assignable to an agency administrator such a user is able tocan also be assigned the following rights: - Create/ modify/ configure a whole agency (add/ remove interfaces, change the system settings etc.)
- Can delete any agency within the circle
It goes without saying that a circle admin can also: - Create admin profiles but only assign roles equal to or lesser than their own assigned rights
- Add an agency of the same circle to an agency administrator profile using the "Add. managed agencies" field
- Administrate Administer all functions assigned on all agencies in the particular circle (mostly TMC)
- Allowed to create/delete new agencies
- Modify/ configure the whole agency (add/ remove interfaces, change the system settings etc.)
This user has full access to the system of the particular circle and can carry out the same functions as umbrella support |
Administrate agencies | In addition to the functions of assignable to a company administrator such a user is able to: Edit the none can also be given some or all of the following access-rights: - Allows to modify the non greyed out fields on the agency Create, as well as to 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"
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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, by a circle administrator or an agency administrator who has been assigned the rights to be able to administrate all the agencies in question | 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- Can create role
- Can edit role
- Can delete role
- Can create company
- Can use company setup
- If not activated then the access to the "setup" is blended out hence the administrator is not able to create/edit/view the company custom settings
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- Can use (company) interface setup
- If deactivated then the user is not able to activate/deactivate or edit the free data field associated with the given interfaces
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- Can use traveller settings
- User is able to activate/ deactivate the below fields:
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- Can toggle self registration
- Can delete company
- Can use mass publishing
- Can use mass send credentials
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Administrate companies | - 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 The following are the possible functions assignable to a company administrator: - Can edit company credit card
- Can edit company
- If activated, the 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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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 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
- All = Profile Reminders for all Profiles incl. Travellers with and without credentials
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If not activated, then a list of all the company administrators of a given agency is listed on the company tab. - Can create traveller
- Can edit traveller
- Can delete traveller
- Can edit traveller in subsidiaries
- Is applicable to administrator profiles created to manage a "Parent Company"
- Can delete traveller in subsidiaries
- Is applicable to administrator profiles created to manage a "Parent Company"
- Can use mass import/export
- A company administrator is only able to import/ export the traveller profiles from the company tab
Image Added - An agency administrator can additionally import/export via Profile Center Tab
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- A circle administrator has the possibility to additionally choose the specific agency to/from which the mass import/export should be conducted
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P.S: Further information on the Import/Export section of the Profile center can be found under Import/Export - Can show plaintext cc
- Read only
- Allows only read only access of the pre-selected functions (the user is therefore not able to edit any field in Umbrella Faces)
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