Setting Up New Users
Index
Overview
Before a user can use TourDesk, a login needs to be created with the consultants details. A user can be set up to book tours, manage the company and branches, or just to be in training which does not affect any bookings or options at all.
Please Note: It is a good idea to create a user id for each individually consultant as opposed to creating generic logins as this makes it easier to manage users when a consultant leaves the company. With generic users, the company runs risk of booking tours under the company name that it is not accountable for.
Creating New Users
Access the User tab through My Company in the Main Menu...
This will bring up the User tab that shows a current list of all users in the company...
Click on Add a New User...
Please Note: When creating a user all the fields must be filled out otherwise TourDesk will not allow the user to be created.
Type in the user's First Name and Last Name...
Choose the Organisation. From this drop down box, users can be created for specified branches underneath the company in the same section as creating for the top level company...
Type in the Phone number and Email...
Type in the User ID and Password. These fields are what the User ID and Password will be when logging into TourDesk...
Please Note: The User ID and Password should only contain alphanumerical characters.
Type in the Branch Location. This field means which branch the user is located in...
Below the field details, different options are available as follows...
Enabled - This allows the user to login to TourDesk and book tours...
Administrator - This gives the user access to change settings in the company and underlying branches, create users, create branches and run reports...
Training Only - This transforms the user's login into an imitation login where users can test around with TourDesk and book fake tours...
Please Note: Training Users will not be able to commit bookings.
Anonymous User (for Direct Consumer bookings) - This option is used when intergrating TourDesk into another website where customers can book tours directly...
Copy My Regional Preferences to New User - This option copies the current logged in user's My Region tab preferences to the user being created...
Please Note: This option can only be used on the first creation of the user, it will not show up when trying to edit the same user after saving the first time.
Copy My Operator Preferences to New User - This option copies the current logged in user's My Operator tab preferences to the user being created...
Please Note: This option can only be used on the first creation of the user, it will not show up when trying to edit the same user after saving the first time.
Click Save Changes and TourDesk creates this user in the specified area...
Editing a User
Under My Company -> User tab...
Choose the user that needs to be edited and click Edit next to the name...
In the Edit User screen, the user can be edited and changed to suit...
Click Save Changes when all changes have been made...
