YouLi User Roles
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      2. YouLi User Roles

      What is a Co-Planner?

      Add a Co-planner when someone will be helping plan and manage your trip but are not a Team Member.

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      What is the difference between a Co-planner and a Team Member?

      Co-Planners and Team Members have different levels of access to your trips. Some things a Team Member can do Co-Planner cannot. Team Members are members of your team, Someone whom you want to have access to all your trips.


      NOTE: Having trouble adding a Co-planner? See this related article: How do I add a Co-Planner?

      What can a Co-Planner do?

      • Edit and add itinerary items and highlights
      • Create and manage TASKS
      • Send messages and invites to Travelers
      • View Traveler payment information
      • Be listed as a contact

      What can't Co-Planners do?

      • Edit the information on the cost of your trips. They cannot edit anything under the PRICING tab. This includes adding & editing packages.
      • Push to Xero

      Need more help? 

      Reach out to the YouLi Support Team via the chat box at the bottom of your screen or submit a Support Ticket request. If you need more advanced support, schedule a 1:1 Consulting session with one of our experts, and we will walk through Traveler flow options & best practices.