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Who can send from which emails on a Trip?

Sending messages from a Trip is a quick way to push your Travelers to take missing action or update them on a change. This article describes who has permission to SEND MESSAGE and from what email addresses.

What to send?

That's up to you! 

You cannot attach images or documents to messages, but you can direct them back to the Trip Page since all emails sent include their Magic Link directing them back to THEIR Trip. So they can view images and documents there.

Where to send?

Trip SEND MESSAGE dialogs can be accessed from many pages:

  • Trip:

    • Trip CRM

    • Manage Payments

    • Task Responses

  • Dashboard -> Reports
    • Payments
    • Bookings
    • Duty of Care

Who can send?

Learn more about User Roles and Permissions.

From Global Reports, Users can ONLY send from themselves, not from other people. And ONLY if they have SendMessage permission.

In most cases at the Trip level, Users who have SendMessage permission can ALSO send from other Planners on the Trip who are Listed as a Contact. But this is dependent on the CanSendEmailsOnOthersBehalf permission.

Some Users can also send from themselves even if they are NOT Listed as a Contact, see below.

Team Owner/Admin

  • Can send from all Trip Contacts INCLUDING themselves

Team Members

  • If they have SendMessage & CanSendEmailsOnOthersBehalf Permission

    • If Listed As Contact

      • Can send from all Trip Contacts INCLUDING themselves

    • If NOT Listed As Contact

      • Can send from all Trip Contacts EXCLUDING themselves

  • If they have SendMessage, but NOT CanSendEmailsOnOthersBehalf Permission

    • If Listed As Contact

      • Can send from themselves ONLY

    • If NOT Listed As Contact

      • Shown error message when attempting to send message.
      • Solution: Make this user a Trip Contact to allow them to send from themselves OR change their role to allow CanSendEmailsOnOthersBehalf

 

 

Co-planner

  • If Listed As Contact

    • Trip Level Send Message

      • can send from self

  • If NOT Listed As Contact

    • Trip Level Send Message

      • Can Send from all listed EXCLUDING self

  • Trip Leader

  • If Listed As Contact

    • Trip Level Send Message

      • can send from self

  • If NOT Listed As Contact

    • Trip Level Send Message

      • Can Send from all listed EXCLUDING self

  • If the domain of the selected FROM is not the same as the WLES domain

    • Send FROM the WLES domain email address configured for this Trip Owner

    • Use the selected Users' name as the Friendly From

    • Use the selected Users' email as the Reply-To

    From: “Deacon George” <info@select-intl.com>
    Reply-to: “Deacon George” <george@gmail.com>