allows you to control which team members can access different parts of the platform. This ensures efficient collaboration and data security, for example, by granting marketing staff access to campaign tools while restricting access to financial data.
Accessing this feature
Go to Team
How to use it
Inviting a New Team Member
On the Team page, click Invite New Team Member or Add User.
Complete the form with the new team member's details:
Email Address: Enter the correct email address. This is where their invitation will be sent.
First Name & Last Name: Enter their name.
Role: Select the role that best suits their responsibilities.
Click Send Invitation or Add Member.
An email invitation will be sent to the team member. They will need to click the link in the email, set up their password, and start using the platform. You will see their status as "Pending" until they accept.
Editing an Existing Team Member's Details or Role
Team roles may change. To update a team member's details or role:
On the Team page, find the team member you want to adjust.
Click the Edit button (pencil icon ✏️) next to their name, or click on their name.
Change their name or Role.
Click Save Changes or Update.
Their access will be updated instantly.
Removing a Team Member
It is necessary to remove a team member's access when they have left the organisation to keep your platform account secure.
On the Team page, locate the team member you need to remove from the list.
Click the Remove or Delete button (bin icon 🗑️) next to their name.
Confirm that you want to remove them.
Click Confirm or Yes, Remove.
Their access to your Tourism Accelerator account will be immediately revoked.
Tips
Understand the Roles:
Admin: An Admin can do everything – invite new users, change roles, delete content, and manage all settings.
Editor (or Manager/Contributor): Editors can create, edit, and publish content. They cannot usually change user roles or critical account settings.
Viewer (or Read-Only): Viewers can see everything but cannot make any changes.
"Least Privilege" Principle: Give team members only the access they need to do their job. For example, if someone only needs to check booking numbers, a 'Viewer' role is perfect.
Regularly Review Your Team: Review who has access to your account every few months. Are all the listed team members still with your business? Are their roles still appropriate?
Communicate with Your Team: Let your team members know what their role is and what they can (and cannot) do within the platform.
Delegate tasks: You can confidently delegate tasks like updating tour details or managing offers to appropriate team members, knowing they only have access to what is relevant to them.
Need help?
For further assistance, contact us at [email protected]