Account Roles
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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: ENTERPRISE only

      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:

      • PAID: Team Members get full YouLi support and access to all features/data on all trips
      • FREE: Co-Planners are OTHER YouLi users that can be added to see AND change a single trip
        • These don't require a license because they aren't part of your team, they are typically outside your organization but trusted
      • FREE: Trip Coordinators are OTHER YouLi users that can be added to ONLY SEE and communicate to your travelers - but not make any changes
        • These don't require a license because they aren't part of your team, they are typically outside your organization and trusted (but a bit less than Co-Planners)
      • PAID: 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?

      We recommend defining only one Custom User Role to complement the standard YouLi roles listed above. Contact us if you feel you need more.

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

      The Custom RBAC Roles are usually sold in packs of 12 or 25 user seats.

       

      Name of the role

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

      • Ground Operator
      • Analyst
      • Group Leader
      • etc.

      What permissions can I control with Custom User Roles? 👉 See full list here!

       

      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. If you need more advanced support, schedule a 1:1 Consulting session with one of our experts, as we will walk you through the features and best practices.