Agents Managment

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 in Agents Mgmt. (management). 

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	✅	✅	✅	✅	✅	❌
Booker	✅	✅	❌	❌	❌	❌

You can find roles in the 'Role' column, clicking on the dropdown menu. 

Manage access

In the 'Manage' column you can see a status of each user and you can easily activate or deactivate the agents. The users that are active have a button 'Deactivate' and, vice versa, the deactivated user have a button 'Activate'. The users that have a pending invitation (meaning they haven't completed the registration yet) have a button 'Cancel invite'. See an example of this action buttons on the screenshot below. 

Edit details

In the column 'Actions' you can see a button 'Edit'. This function serves for editing the agent ID. 

Updated on: 09/04/2024