The system defaults to a User Type of User and a Role of Blank. Adjust this as needed based on what type of user you are creating and what they should have access to in Tres. Available User Types are User, Manager or Admin. Admins are generally agency owners and have access to all parts of Tres and can see all users' data. Managers are generally office staff or assistants that work with multiple advisors and need access to more data in Tres. Users are individual booking advisors who generally only need access to their own data.
If you select User from the dropdown menu, new fields for Role and Copy Permissions from will appear. The Role field further defines the user type. Current roles available are Advisor, Independent Contractor, Back Office, and Blank. Selecting a user from the Copy Permissions from dropdown allows admins to copy an existing active user's permissions to a new user profile. Admins and Managers are not displayed in the list.
Choose Permissions for each area by clicking on the down arrow. Permissions should reflect accessibility appropriate for individual users. Below is a table outlining the details of each permission setting. Clicking the Set Default Permissions button will auto select permissions based on the user type and role you selected. A full list of default permissions can be found HERE.
Important: Users require basic permissions to perform essential tasks such as selecting items from drop-down menus, viewing statement data, accessing payment information, and reviewing profile and trip details.
Changing default permissions may impact a user's standard workflow in Tres. Before making any adjustments to default permissions, please consult with your Implementation Specialist or a Support representative.
Learn more about Tres Default User Permissions
| Select | User can view a record in search results. |
| Read | User can open a record's full details, but cannot make changes. |
| Insert | User can add new records. |
| Update | User can view and make changes to a record. |
| Delete | User can delete a record. |
| Import | User can import a record with profile import. |
| Export | User can export data from an area. |
| All Users | User can view and access the records created by all users. |
| All Branches | User can view and access the records created by all branches. |
| Decrypt | Users can view encrypted data (credit cards numbers). |
Click on + Add Additional Advisor and select and advisor name from the drop-down menu or add a new advisor by selecting Add New Advisor. Associating a user to an advisor allows the user to view all data associated with that advisor in Tres such as Travelers, Clients, Trips, Reservations, and Payments. Associating multiple advisors to a user will allow a single user to view data from multiple advisors. This can be useful if you have an assistant who is working with multiple advisors in your agency and needs access to their data, or if an advisor traveling and another advisor is covering for them.
Add additional details about the user in the Remarks section.