Team: Roles & Module Permissions
Inviting consultants, configuring Owner/Admin/Member roles, and toggling per-module permission access.
What is this?
Step-by-Step Guide
Go to Team Management
Navigate to Team & Admin → Team in the sidebar navigation.
Click '+ Invite Team Member'
Enter the employee's full name, email address, and initial role (Admin or Member).
Configure Module Access Flags
Check or uncheck specific modules (e.g. grant access to Leads, Quotations, and Bookings, but toggle off Finance and Settings).
Send Invitation
TourVilo dispatches an invitation link allowing the employee to create their password and sign in immediately.
Field-by-Field Breakdown
Detailed definitions for every form input, why it is needed, and realistic travel agency examples.
| Field Name | What it Means & Why Needed | Example Value | Required? |
|---|---|---|---|
| Agency Owner | Primary account holder with full administrative authority across all modules, billing, and subscription plans. Why: Ultimate administrative controller. | Agency Founder / Managing Director | Yes |
| Admin / Manager | Department managers with permissions across team assignments, report visibility, and quotation approvals. Why: Operational supervision without access to owner billing changes. | Head of Operations / Sales Manager | Yes |
| Member / Travel Consultant | Frontline sales agents and tour coordinators. Why: Limited to handling their assigned leads, customer profiles, follow-ups, and quotation drafts. | Junior Travel Consultant | Yes |
| Module Permission Toggles | Granular on/off switches for each dashboard section. Why: Ensures staff only see areas relevant to their job description. | Finance: Disabled | Quotations: Enabled | WhatsApp: Enabled | Optional |
Best Practices & Pro Tips
- Always assign leads and tasks to specific team members — this automatically filters their dashboard so they see their personal daily priorities without clutter.
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