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How to add and manage users in my Organization

Important

As of September 10th, 2024, our website requires 2FA for all users. Please note that shared accounts must transition to individual accounts to comply with this security update.

How can I add more users to my Organization?​

In order to add new users simply follow the steps below:

  1. Log onto our website.
  2. Click on Settings.
  3. Click on Users Management: Here you will be able to visualize the list of users linked to your Organization. inviteuser_1
  4. Click on "Invite a User" and fill in the information requested in the form. Please note that only Owner and Admin members can invite users to an Organization. inviteuser_2 inviteuser_3 inviteuser_4
  5. Complete the sign-up process: The new user will receive an e-mail in order to set their password and they will be able to explore our website. Please ensure that the initial login is done using the username and password, not through the Google account.
User roles:

The role will determine which actions a user can perform within the Travelgate APP:

  • Admin: User that can create new connections and make reservations in the Travelgate APP and API.
  • Editor: User that can review and update existing connections and make reservations in the Travelgate APP and API.
  • Viewer: User that can view existing connections and perform searches and quotes in the Travelgate APP and API.

How can I modify the roles assigned to users within my Organization?​

  1. Log onto our website.
  2. Click on Settings.
  3. Click on Users Management: Here you will be able to visualize the list of users linked to your Organization.
  4. Filter the user to be updated.
  5. Click on 3 dots to edit user information - please note that this feature is only available for Admin or Owner users.

members_invite_user_07_3

Can I assign roles by service instead of using a single role for the entire Organization??​

  1. Click on 3 dots to edit user information - please note that this feature is only available for Admin or Owner users.
  2. Select "Modify services permissions". editservicerole_1
  3. Assign different roles to each desired service. editservicerole_2

Note: It is not possible to assign a role lower than the user's organization-wide role.

How can I reset a configured 2FA method for a user in my organization?​

  1. Log onto our website.
  2. Click on Settings.
  3. Click on Users Management: Here you will be able to visualize the list of users linked to your Organization.
  4. Filter the user to be updated.
  5. Click on the three dots to reset 2FA and confirm. The next time the user logs into our website, they will receive a new QR code to set up their new device. - please note that this feature is only available for Admin or Owner users

members_invite_user_07_3