Team member roles

A team member can be an Agent, an Admin, an Assistant, or any combination. Agents sell, admins run the agency, and assistants enter data on behalf of an admin.

Roles

Set roles under Roles on a team member's Profile tab.

Role	Portal	What they can do
Agent	Agent	Work with their own customers, reservations and sales.
Admin	Admin	Manage team members, offerings, bookings, remittances, payments and agency sales.
Assistant	Agent	Enter data on behalf of an admin who selected them as an assistant.

A team member needs at least one role. You cannot change your own roles.

The new team member form showing Email, name, Phone and Agent ID fields — Roles and commission settings are further down the same form.

Commission settings on the same profile

Field	Meaning
Commission %	Percentage of total commission (0-100). New team members start at 70.
Upline	Team member who receives override commission.
Override %	Percentage of commission paid to upline (0-100).
Preferred Payment Currencies	USD, EUR or MXN.

Rate changes apply to all unpaid reservations. Reservations with any payout keep the original rate.

Assistants

Only an admin can have assistants, and only the admin can choose them.

Give the assistant the Assistant role on their profile.
Open your own profile under Team Members.
Under Assistants, tick the team members who can enter data on your behalf.
Select Save.

The assistant then sees an Acting as bar at the top of the Agent portal.

Removing the Assistant role from the assistant, or the Admin role from you, ends the arrangement.

If something goes wrong

"Please select at least one role for this team member"

No role is ticked under Roles. Tick Agent, Admin or Assistant, then save again.

"You cannot change your own roles"

Roles are read-only on your own profile. Ask another admin to change them.