How to add users and give them roles in TourTask
Each person who works with you gets their own login under Users → Manage. Their roles decide what they see and do, and one person can hold several.
Your users: Users → Manage
The list shows everyone with a login except clients, the people your bookings are for. Tick the roles above the list to filter it, or search by name or e-mail. The icons on each row show the person's roles, and Export downloads every user.
Add a user
- 1
Click Create new user
On Users → Manage.
- 2
Enter their details
Name, E-mail (their login), Country, Login language (the backoffice's and their e-mails' language) and phones. Add additional user adds more people with the same roles.
- 3
Switch on their roles
Each role opens a tab with its settings: see the table below.
- 4
Keep Send welcome email on
They get a link to choose their password, valid for 7 days.
- 5
Click Save
They can sign in as soon as they have chosen a password.
The roles
| Role | For | Explained in |
|---|---|---|
| Administration | Your office staff: the pages you give them, or every page as Admin | Staff access |
| Provider | Guides, drivers and partner companies who work your tours | Guides and drivers |
| Commissionee | Sellers, such as a hotel desk, who earn a commission on their bookings | Sellers |
| Agent | Agents who book for their own customers, at their own prices | Agents and agencies |
| Lodging | Partner hotels, who see which of your travellers stay with them | Partner hotels |
Any login can also sell in the TourTask Sales app. Recording cash or card payments there needs Can record payments in the sales app, which only an admin can switch on.
Questions we get asked
No. Add as many users as you need: TourTask charges on your bookings, not per user.
Open the user and choose Remove user in the ⋮ menu. If they have bookings, you pick another user to give them to.
Admins, and staff given Users → Manage. Only an admin can make someone an Admin.