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. Go to Organisation > Team in the navigation bar.
  2. Select Invite team member.
  3. Enter the new member's name and email address.
  4. Select a Role from the dropdown. A short description appears below each option to help you choose.
  5. Select a Company role from the dropdown to reflect their job title.
  6. Click Send invite.

The invitee receives an email with an activation link. When they click Activate my account, they are prompted to set a password and can then log in.

Invitation links expire after 72 hours. If a link expires before the user activates their account, you can resend it — see below.

Resend an invitation

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. 

  1. Go to Organisation > Team.
  2. Find the user with a Pending or Expired status.
  3. Open the Options menu by clicking the three vertical dots at the end of their row.
  4. Select Resend invitation.

Cancel an invitation

You can only cancel an invitation while its status is Pending.

  1. Go to Organisation > Team.
  2. Find the user with a Pending status.
  3. Open the Options menu.
  4. Select Cancel invitation.

If the user clicks the link in the cancelled invitation email, they will see an error message rather than an account setup screen.

Getting setup with user roles - the different user roles explained
    • 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

      Tourwriter has four user roles: Admin, Manager, Agent, and Traveller. Each role controls what a user can see and do within your organisation. This article covers the staff roles — Admin, Manager, and Agent — and how to manage your team. The four ...
    • 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 ...
    • How to log into the Tourwriter Feature Request Hub

      How to log into the Tourwriter Feature Request Hub Click here to watch an interactive product tour of how to log into Tourwriter Feature Request Hub Log in to an existing account Go to https://tourwriter.canny.io Click on LOG IN in the top right ...
    • Release notes and changelog

      Release 1.78.0 Find out what is in the April release by watching the short release summary video. For more detail on each new feature check out the linked help file. <br> ? New default itinerary export with refreshed ...