Account Roles
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      How-to: Change a Co-Planner or Team Member to a Trip Coordinator (and Vice-Versa)

      Finished planning your Trip and ready for take-off? You might want to give your Team Members "view-only" permission.

      undraw_connecting_teams_re_hno7

      What is the difference between a Co-Planner, Team Member and a Trip Coordinator?

      • Simply put, Team Members are users who are across all of your trips and can edit just about anything (outside of your branding), while Co-Planners also have a lot of capabilities to aid you in planning, they do not have access to the PRICING tab and they need to be added to each and every trip. 
      • Trip Coordinators are a step down from both, as they are only able to view your trips & message travelers.
      • Did you miss the YouLi Cafe where we talked all about the Trip Coordinator role? It's viewable here! And more information on all team roles, you can read on for more about them here. 

      Can I convert my Team Member / Co-Planner into a Trip Coordinator?

      Once an email is already used, it creates a YouLi account for that user. Therefore, once a person has used an email address as either a Team Member or a Co-Planner, they cannot change their account to a Trip Coordinator (at least not from the dropdown menu).

      GOOD NEWS! Although it is not technically possible to change a YouLi user's role in the Trip, follow the instructions below for a quick work-around to re-invite someone to be a Trip Coordinator.

      Here's how:

      The easiest way to do this is to ask your Team Member / Co-Planner to follow these steps:

      1. Have them log in through the YouLi portal
      2. Ask them to change their email on that account to another temporary email.

      NOTE: To change the email associated with your YouLi account, click on your profile in the top right-hand corner and go to ACCOUNT. Then under the PROFILE tab, edit the email field to another email address of your choice. Click on SAVE to apply changes.


      For example, if I am a Co-Planner with my claire@youli.team email address, I would log into YouLi with that address and then go into my ACCOUNT and change that email address to a different email address (perhaps my personal email).

      Screenshot 2022-08-08 123442

      Once that's done, the Planner (owner of the trip) can now follow these steps:

      1. Remove from the TRIP the Team Member / Co-Planner who has changed to use their temporary email address.
      2. Invite the previous email address of the former Team Member / Co-Planner, this time selecting Trip Coordinator in the ROLE dropdown.

      Your previous Team Member / Co-Planner will now be invited to the trip as a new Trip Coordinator, who may only view the trip details and is unable to edit the PRICING of the TRIP.

       

       

      Conversely, can I convert my Trip Coordinator into a Team Member,  Co-Planner or Team Admin?

      Once you add someone as a Trip Coordinator, you cannot add them as a different role (but don't worry, it's not impossible!)

      GOOD NEWS! Although it is not technically possible to change a YouLi user's role in the Trip, follow the instructions below for a quick work-around to re-invite someone to have a different role.

      Here's how:

      The easiest way to do this is to ask your Trip Coordinator to follow these steps:

      1. Have them log in through the YouLi portal
      2. Ask them to change their email on that account to another temporary email.

      NOTE: To change the email associated with your YouLi account, click on your profile in the top right-hand corner and go to ACCOUNT. Then under the PROFILE tab, edit the email field to another email address of your choice. Click on SAVE to apply changes.

        3.  Now that that the Trip Coordinator's original email is freed up (since it is no longer associated with a YouLi account), have the Team Owner or Admin add the freed-up original email as a Team Member / Co-Planner / Team Admin by following the instructions here: How-to: Add a Co-Planner or Team Member to a Trip

        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 request. 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.