How to choose an employee role

Created by Bryndís Rún Hafliðadóttir, Modified on Thu, 10 Nov, 2022 at 9:32 AM by Bryndís Rún Hafliðadóttir

When creating employees in your TourDesk account, you must choose an employee role. Each employee role has different access within your TourDesk account. Below is a full list of permissions each role has.


Reception

  • Dashboard
  • Orders
  • Book (Activities, Airport Transfer, Rental Car, Restaurants)
  • Reports (All Sales, Agent Sales, Refund requests

Reception Manager

  • Dashboard
  • Orders
  • Book (Activities, Airport Transfer, Rental Car, Restaurants)
  • Settlements
  • Reports (All Sales, Agent Sales, Location Sales, Operator Sales, Refund requests)
  • Portal (Basic settings, Region & location, Design, Activities, Restaurants)

Financial Controller

  • Dashboard
  • Settlements
  • Reports (All Sales, Agent Sales, Location Sales, Operator Sales, Refund requests)
  • Settings (Credit cards)

Marketing Controller

  • Dashboard
  • Reports (All Sales, Agent Sales, Location Sales, Operator Sales, Refund requests)
  • Portal (Design, Activities, Restaurants, Analytics, API Setup)

Administrator

  • Dashboard
  • Orders
  • Book (Activities, Airport Transfer, Rental Car, Restaurants)
  • Settlements
  • Reports (All Sales, Agent Sales, Location Sales, Operator Sales, Refund requests)
  • Portal (Add new, Location, Basic settings, Region & location, Design, Activities, Restaurants, Analytics, API Setup)
  • Settings (Employees, Credit cards)

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