How to create a new user in the TravelLine account

Create users independently from tech support in the “Client portal”.

1. Click on your login at the right top corner. Select the “Client portal” section. The “Users and rights” section will open.

2. Click on the “Add user” button.

3. Fill in the required fields:

• User’s unique email.

• Come up with a login. By default, the user’s email is set as a login. You can change it if you wish.

• Indicate the employee’s first and last name.

4. Select the access right level:

• Access to all the components — access to all the connected TravelLine components. It has no access to the “Client portal”.

• Accountant — access to all the menu sections related to accounting in the TravelLine components and the “Client portal”.

• Administrator — access to menu sections meant for the booking and availability management.

• Marketing manager — access to the “Marketing” menu section.

• Housekeeping — access to the “Housekeeping” section, viewing brief information on bookings and several reports.

5. For the “Accommodation facility”, tick what accounts the person should have access to. There will be a list of IDs under one Agreement.

6. Click on the “Create” button.

An email on the new user creation will be sent to email you indicated. For the first login, click on the link and create a password.

Learn more on how to manage the “Users and rights” section.