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 below)

      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?

      It is not required, but it is strongly recommended.

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

       

      How is that different from a Team Member, Co-Planner or 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.

      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?

      Trip Level

      1. Edit access to Trip Details  (like name, dates, overview, etc)
      2. Edit access to Trip Costs (pricing, payment plans, etc)
        1. With this permission, they can link existing Third Party Cards to a trip (if that feature is enabled)
      3. Edit access to Trip Invitation Settings (button labels, menu labels, emails, etc)
      4. View Trip Planner Notes
      5. View Trip CRM
        • View TripBoard 
          • Delete Trip Confirmation PDFs
        • Edit access to modify people on the trip (add and update permission)
        • Delete people from Trip CRM
      6. Access to VIEW AS, view INVOICE and get magic links
      7. Access to Custom Trip Reports
      8. View Manage Payments
        • Registered Tab
        • Payments Tab
        • Download payments data
        • Push to accounting platform
      9. Send messages to people on the trip
        • From all "SEND MESSAGE" buttons
      10. View Manage Tasks & Custom Forms
        • View Task list & Documents & Resources
        • View Task Responses
        • Add and Edit Tasks
      11. Manage or View Highlights & Itineraries
        • Edit Highlights & Itineraries 

        • View Highlight & Itinerary items

        • View Optional/Add-on Responses 

      12. View Activity Feed
      13. View Trip Planners
        • Change Main Contact
        • Delete  Trip Planners

      Dashboard 

      • Create Trip
      • Change the default Trips Label:
        • Default = "Trips I'm Planning"
        • Alternative suggestions:
          • Retreats
          • Tours
          • Holidays
      • Access Global Reports
        • Includes: Payments, Bookings, Search Activity Feed

      Account

      • View Team Members list
        • Edit Team Members
      • Edit Business Profile for Team
      • Edit Site Settings for Team
      • Edit Payments for Team
        • Change Connected Gateway
        • Set default transfer instructions
        • Manage Third Party Cards
      • Edit Affiliates for Team

       

      Need more help? 

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