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Custom User Role with Role Based Access Control (RBAC)

Need to invite group leaders, guides, operators or other users to your trips, but with restricted access? You might need a Custom User Role

Plans: Grow and ENTERPRISE

Request your Custom Role

  1. Submit the form
  2. Our team will reach out with pricing based on the number of users and your plan
  3. Once paid, we'll activate the role and you can convert users or add new ones

Watch Nick and Jen discuss how to decide what access to give

If you're not sure how much or how little to grant, follow Jen and Nick as they consider how much power to give to Bob.


What is a Custom User Role?

These are users that can access your trips on the backend (as a Planner) but with a limitation on what they can see:

  1. Limit which trips based on the Trip tags
  2. Limit what features/data they can see (full list here)
  3. Limit the YouLi support they have access to (reduced license fee)

They can access the trips you choose at the level that is right for your business

Does this require Platform White Label Domain (PWLD)?

It is not required, but it is strongly recommended.

If you have PWLD, they will also see your branding when they login and receive email communications from your domain.

How is this role different from an Internal User (Team Admin/Owner/Member), or an External User (Co-Planner, Trip Coordinator)?

YouLi allows you to invite collaborators onto the backend of the YouLi platform to help you with your trips. You can read about these roles in detail, here's a quick summary:

  • Team Members
    • Get full YouLi support and access to all features/data on all trips
      • Unless you restrict based on tags
    • These require a full user license
  • Per Trip:
    • Co-Planners are users outside your team that can be added to see AND change a single trip
      • Included in premium plans
      • These don't require a full license because they aren't part of your team, they are typically outside your organization but trusted on a per trip basis
    • Trip Coordinators are OTHER YouLi users that can be added to ONLY SEE and communicate to your travelers - but not make any changes
      • Included in premium plans
      • These don't require a full license because they aren't part of your team, they are typically outside your organization and trusted (but a bit less than Co-Planners)
  • Team or Per Trip: Custom User Roles
    • These could be full user licenses if they need to be supported, or they can be a lower priced user license for a large number of unsupported users with very limited access.
    • If you need to make adjustments to what the external (or sometimes internal) users can see and change on a trip, then you need Custom User Roles

 

How many roles can I have?

As many as you need! And you can label them whatever you like as well.

You can invite as many users per Custom User Role as you have licenses for that role.

  • Internal Team Members like Accounting or Marketing, you might only have 1 or 2 licences, these typically have access to all your data but in a limited capacity to edit.

  • External Users: these Custom RBAC Roles are usually sold in packs of 25, 50, or 100 user licenses as they are used for 1 or 2 trips per user.  These users typically have limited access to a few trips and limited capacity to edit - but it's up to you!

Name your Custom Role

You can provide your own name for the role, for example:

  • Guide
  • Host
  • Group Leader
  • Accounting
  • Accommodation Group Leader
  • Teacher
  • Ground Operator
  • Analyst
  • whatever makes sense to your team!

What permissions can I control with Custom User Roles?

👉 See full list here!

 

 

How much should I pay if I want to build a RBAC?

👏 Bulk pricing available:

*Contact your Account Manager here if you need a large number of custom roles.

  • External Custom Role - Per Trip Access USD$250 per annum per seat*
    Those who use YouLi only for the trips they attend—such as group leaders, teachers, and others external to the tour business—can perform 50% fewer tasks than a full team member
  • Internal Custom Role - Basic Access: USD$500 per annum per seat
    Restricted access—can perform 30% fewer tasks than a full team member.

  • Internal Custom Role - Read Only Access: USD$300 per annum per seat

  • Extra Enterprise Full Team Member licenses: USD$750 per annum per seat
    For enterprise customers, applicable to licenses beyond the five included in their contract.

 

Next Steps:

 

Need more help? 

Reach out to the YouLi Support team via a chat box at the bottom of your screen or submit a Support Ticket.. 

We're offering pay-as-you-go support calls! Rather than spending hours figuring it out yourself or hiring extra help, book a 1:1 live call with a YouLi expert for setup, troubleshooting, or Q&A.