How to add new employees

You can create TourDesk logins for your employees that need specific permissions in TourDesk, e.g. your marketing manager, finance manager and reception manager. 

We recommend that staff sharing a workstation, e.g. receptionists, share a TourDesk login. They can use Agent Reference to track bookings made by each individual. This gives you a good overview of each employee’s bookings and commission.

To create a new employee account click Settings > Employees in the left hand side menu. Click the Create New button in the top right corner.

Add the employee’s name and email address and choose an Employee role that fits from the drop-down. Each employee role has different access within your TourDesk account. Learn more about employee roles.

• Reception Can book tours and access the order list.
• Reception Manager Has full control over their own location but no access to other locations
• Financial Controller Has access to settlements and can upload invoices. Does not have access to bookings and order list.
• Marketing Controller Can view reports and can connect Facebook Pixel and Google Analytics. Can also manage their own Sales Portal settings.
• Administrator Has full access.

Choose the portal the employee should be assigned to from the drop down. Click Save employee. 

The employee will now get an email where they’re asked to reset their password. After they’ve done that, they can log into their account and start using TourDesk right away.