Subcategories

• Add and manage team members

  Team members are the people who can sign in to your TripWorks account — your staff, your guides, and outside partners like a bookkeeper or marketing agency. This article covers how to invite them, control what each person can access,...

  July 5th, 2026 123 views 0 likes
• Permission groups

  A permission group is a named bundle of permissions you assign to people so they can see and do only what their role needs — a group for reservation agents, one for a bookkeeper, one for seasonal staff. You manage...

  July 6th, 2026 50 views 0 likes
• User permissions reference

  In TripWorks, what a team member can do is controlled by permissions. You don't assign permissions to people one by one — you bundle them into a permission group and assign the group to each team member. A team member...

  July 7th, 2026 39 views 0 likes
• Remove a team member

  When someone leaves or no longer needs access, remove them from your team. They lose access immediately. In this article Before you begin Remove a team member Remove vs. disable What happens to their work TripWorks protects your records while...

  July 7th, 2026 39 views 0 likes
• Invite a team member

  Invite anyone who needs to sign in to your account — your own staff, or outside partners like an accountant, bookkeeper, or marketing agency. When you invite someone, TripWorks emails them to join: if they're already a TripWorks user, they're...

  July 7th, 2026 40 views 0 likes
• Disable a team member's login

  When someone shouldn't be signing in for a while — a seasonal guide between seasons, a partner whose engagement has paused, or an employee on extended leave — disable their login instead of removing them. They can no longer sign...

  July 7th, 2026 26 views 0 likes
• Set up team member alerts

  TripWorks can notify a team member when something happens on your account — a new booking is reserved, a customer abandons checkout, an email bounces, a refund is processed, and more. You control which events each person is alerted about...

  July 7th, 2026 36 views 0 likes