How to Invite and Manage Agents (Manager Role Guide)
The ability to invite new agents and manage user roles is restricted to users holding the Manager role within BookingPad.
Inviting a New Agent
Follow these steps to invite a new agent to your agency’s BookingPad:
- Access Management: Click the dropdown menu located next to your email address in the top-right corner of the screen.
- Select Agents: Choose the “Agents Management” option from the menu.
- Invite Agent: Click the plus (+) button to open the invitation form.
- Assign Role & Email: select the appropriate user role for the new agent (Booker, Issuer, or Manager) and enter the Agent’s email address.
- Send Invitation: Submit the form to send the invitation.
Agent’s Next Steps
The invited user’s next steps depend on whether they are new to BookingPad or already have an account.
New User: receives two emails; One is an invitation to join the agency and the second contains the instructions to verify their email and create a password
Existing User: Only receives the invitation to join the new agency. Does not receive the ‘Action Required’ email, as their login details are already set.
Agent Role Assignment
Once agents are invited and their accounts are activated, Managers can control their permissions, IDs, and access status within the Agents Management section of the Agency Portal. You can assign one of four distinct roles to each agent. This role dictates their capability regarding pricing and ticketing authority.
| Role | Book On-hold | Issue Ticket | Add Ancillaries | Servicing | Agency Portal Access |
|---|---|---|---|---|---|
| Manager | ✓ | ✓ | ✓ | ✓ | ✓ |
| Issuer | ✓ | ✓ | ✓ | ✓ | ✗ |
| Consultant | ✓ | ✓ | ✓ | ✓ | ✗ |
| Booker | ✓ | ✓ | ✗ | ✗ | ✗ |
The Consultant role possesses the same core functions and ticketing authority as an Issuer. However, a Consultant’s ability to service or modify bookings is generally limited to reservations they have personally created.
Locate the agent in the list and modify their role by selecting the desired option from the Role dropdown menu.
Agent ID Configuration
The Agent ID field allows you to assign a unique identifier code for each agent.
- This identifier is essential for back-office reconciliation.
- The information in the Agent ID field transmits directly to your Back Office via the AIR or MIR file (Accountable/Management Information Record).
Manage Agent Access
Use the toggle switch on the right side of each agent row to quickly control their platform access.
Activate: Toggle the switch ON to grant platform access.
Deactivate: Toggle the switch OFF to temporarily block the agent’s access.
