HOW-TO: Replace a Former Team Member with a New Team Member

 

WHAT IS THE BENEFIT OF HAVING TEAM MEMBERS OVER CO-PLANNERS?

YouLi is an itinerary management software that can be used by solo trip planners and teams alike! When you add a Team Member to your YouLi account they automatically get added as a contact on every trip, however, you can adjust their visibility within the trip. Co-Planners will need to be added to each trip individually and they cannot edit anything under the PRICING tab, for your trips (think packages, installments, payment methods, etc.). That said, a Team Member can do a lot more on a team's behalf! 

DO YOU HAVE A TEAM MEMBER LEAVING YOUR COMPANY & YOU'D LIKE TO REPLACE THEM WITH SOMEONE ELSE?

You can do this yourself!

1. From within your ACCOUNT, just enter into the TEAM MEMBERS tab.

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2. Simply remove the old team member and add the new team member. 

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Unable to add a Team Member? Reach out to support@youli.io or message us in the HELP box, within YouLi.

NOTE: Our Explorer plan does not include additional Team Members, just you, so you will need to upgrade in order to add more Team Members.