Set up your team's users

Set up your team's users

As your organisation’s admin, you can manage invitations sent to other organisation members. You can invite a new member, resend an invite, and also cancel a pending invite.

Inviting a new user

As an admin, you can add a new user to your team through a few simple steps:

  1. Head to Organisation > Team on the Tourwriter Navigation bar.
  2. Select Invite team member.
  3. Enter the new team member’s details and assign them:
    1. Role – Admin or an Agent. The role determines their privileges in the organisation.
    2. a Company role – select from the drop down list the role that best suits there job title.
  4. Click Send invite to send an invite through email.

Note: When the invitee clicks Activate my Account, they are prompted to create a new password. Once done, they can log in to Tourwriter.

Cancelling a pending invite

With the admin privilege, you can cancel an invite sent to a user. The status of the invitation must be Pending to cancel an invite. The steps to cancel a pending invite are:

  1. Head to Organisation > Team on the navigation bar.
  2. Access the Options menu. The Options menu can be seen by clicking the three vertical dots at the end of each row, as shown in the screenshot below.
  3. Select Cancel invitation.

Note: When the user clicks the link in the email which has been cancelled, they see an error message instead of being able to set a password.

Resend an invite

If an invitee does not activate their Tourwriter account within 72 hours of receiving the invitation email, the link expires. As an admin, you can resend the invitation rather than sending a new invitation. Resend the invite through the following steps:

  1. Access the Options menu.
  2. For a user where the Status is Pending or Expired, select Resend invitation in the Options menu to resend the invitation as shown below.

    • Related Articles

    • Managing your licences (adding users)

      How to manage your licence numbers to increase or decrease your team's users Overview You can increase and decrease your team's users at any time from within Tourwriter. If you're a pro or premium annually paying customer you will not receive a ...
    • Getting Started – User Roles

      This article explains the differences in the different roles in Tourwriter. Organisation settings The organisation admin can access the Teams page by clicking the Organisation cog icon on the lower left hand sidebar. They can change your team details ...
    • Tourwriter Feature Request Hub Overview & Quick Start Guide

      Tourwriter has partnered with Canny to create a Feature Request Hub so you can submit feedback and suggestions for changes to Tourwriter, and contribute to existing suggestions from the wider Tourwriter community. You can share your ideas on changes ...
    • Receive payments using Tourwriter’s integration with Stripe

      Tourwriter makes receiving payments from your travellers a whole lot easier with the Stripe payment processing option. Connect to your Stripe account in Tourwriter to activate this Pay now payment option. Note: The Pay now button displays when the ...
    • Managing booking email settings

      Tourwriter’s booking features (available in the Expert plan) allow you to effortlessly send booking requests to your suppliers, and receive responses all from within the software. In this article, learn how to customise the booking email settings ...