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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

 

 

FieldDescription
NameGive a name to the role. We suggest sensible names like: Agency Admin all funtions, Agency Admin_can create,edit,delete role_use company setup etc. depending on the access rights alloted. This creates an overview hence the roles and funtions can easibly be told apart when assigning these to administrators
Home AgencyDefault Agency for the administrator. Circle administrators are able to change 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 to:

Create circle admin

can also be assigned the following rights:

 

  •  Can create agency
  • Modify/ configure the whole agency (add/ remove interfaces, change the system settings etc.)
  •  Can delete agency

 

 It goes without saying that a circle admin can also:

  • Create admin profiles
  • Add an agency of the same circle to an agency administrator profile using the "Add. managed agencies" field
  • Administrate Adminiseter 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

can also be given some or all of the following access-rights:

  •  Can edit agency
  • Allows to modify the none 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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FieldDescription
Add. managed agenciesAllocate 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 agencyAllows to modify the agency configuration & setup in the "my agency" tab
Can create/delete companiesAllows 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
  •  Can use (company) interface setup
  •  Can use traveller settings
  •  Can toggle self registration
  •  Can delete company
  •  Can use mass publishing
  •  Can use mass send credentials
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
  •  Can edit company credit card
  •  Can edit company
  •  Can create traveller
  •  Can edit traveller
  •  Can delete traveller
  •  Can edit traveller in subsidiaries
  •  Can delete traveller in subsidiaries
  •  Can use mass import/export
  •  Can show plaintext cc
  •  Read only


FieldDefinition
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


Read-only Accessallows 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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