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Overview

Please note:

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


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

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 or by a circle administrator. An agency administrator can however remove and agency from this list
Can edit agencyallows to modify the agency configuration & setup in the "my agency" tab.
Can create/delete companiesallows to create/delete companies, if deactivated only edit companies are allowed
Administrate companies

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 deactivated only edit travellers are allowed
managed companiesAllocate the company for the administrator. More companies can be allocate by clicking "add new"
Can edit companyallows to edit the company profile
Can create/delete travellersallows to create/delete travellers, if deactivated only edit travellers are allowed
Read-only Accessallows only Read-mode
Profile Reminders
Module: Profile ReminderThis field indicates if the administrator wants to be informed of any expired profile data's 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

If the fields "Can edit Company" is acitvated and/or "Can create/delete companies" is deactivated the administrator can 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

Technical / Functional details[edit]

User authorization Levels[edit]

There are different hierarchical user authorization levels:

userSettingrights/access
Circel Agency Admin
  • Home Agency
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.
Super Agency Admin
  • Home agency
  • Administrate agency
  • Add. managed agencies
  • Can edit agency
  • Can create/delete companies
A administrator of two or more agencies. Allowed to 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.

Agency Admin
  • Home agency
  • Administrate agency
  • Can edit agency
  • Can create/delete companies
An administrator of one agency. Allowed to modify the own agency configuration & setup and to create/delete companies.
Agency light Admin
  • Home agency
  • Administrate agency
  • Add. managed agencies (optional)
  • Can create/delete companies (acitve/deactive)
An administrator of one or more agencies, not allowed to access to the "my agency" tab for configuration & setup. Dependig on the user setup the administrator is allowed to create/delete companies.

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

Single/Multi Company Admin
  • Administrate companies
  • Managed companies
  • Can edit company (acitve/deactive)
  • can delete/create travellers (acitve/deactive)
An company administrator of one or more companies. Depending on the user setup the administrator is allowed to edit the company profile and delete/create travellers.

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.

 

 

 

 

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