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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

Available with any of the plans:

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

How-to decide what access to give to which users

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 or Explicit Trips
  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 are Custom Roles different from Standard Roles?

YouLi allows you to invite collaborators using Standard Roles of the YouLi platform to help you with your trips. You can read about these roles in detail,

How many roles can I have?

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

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-to: Request Custom Role

Submit request for Custom Role