Agents Management
In order to manage agents, you need to have a 'Manager' role in BookingPad.
Once you invite agents to BookingPad, you can administrate their accounts inside the Agents Management.
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You can grant one of the three roles to an agent:
You can find roles in the 'Role' column, clicking on the dropdown menu.
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Use the switch at the right of each user row to easily activate/deactivate the agent.
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After making any change to an agent 2 new buttons "Save" and "Cancel" will appear on their row, if the modifications are correct make sure to save them.
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Once you invite agents to BookingPad, you can administrate their accounts inside the Agents Management.
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Agent Role
You can grant one of the three roles to an agent:
Agent | Shop | Book On-hold | Issue | Add Ancillaries | Servicing | Agent Mgmt |
---|---|---|---|---|---|---|
Manager | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Issuer | ✅ | ✅ | ✅ | ✅ | ✅ | ❌ |
Consultant (same functions as Issuers, just for their own bookings) | ✅ | ✅ | ✅ | ✅ | ✅ | ❌ |
Booker | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
You can find roles in the 'Role' column, clicking on the dropdown menu.
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Manage access
Use the switch at the right of each user row to easily activate/deactivate the agent.
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Edit details
After making any change to an agent 2 new buttons "Save" and "Cancel" will appear on their row, if the modifications are correct make sure to save them.
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Updated on: 22/01/2025
Thank you!