Roles & permissions
Roles decide who sees workspace and commissions data across the agency, so advisors stay focused on their own trips and clients while admins keep the financials.
- Advisors see their own trips and clients
- The limit holds across every trip, contact, and template
- See every advisor's trips and activity in one dashboard
- Step into any advisor's trip to cover, without disrupting their work
Role-based access
Pick a role for each person and the limits hold across the whole workspace.
Share the load across your team
Assign roles from a permission grid, so trusted people run different parts of the admin work while everyone else stays focused on trips and bookings. The whole agency isn't riding on one owner.
Invite one or a whole roster
Add a single advisor, or upload a roster to onboard your whole team in one pass. Either way, each person arrives with their role, rate, and access already set.