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Team Settings(For Admins)

Adjusting team settings as the team Admin

Jonathan Johnson avatar
Written by Jonathan Johnson
Updated over 2 months ago

As the team Admin, you have the ability to change what members of your team are able to do.

You can do so by changing three settings:

1. The Team Role

2. Trip Edits

3. Library Edits

Let's first go over how to get to these settings.

1. Go to your Account Settings

Click on your name on the top navigation bar, and on the dropdown menu choose Account.

2. Click on the Team tab

The Team tab will appear on the left-hand side.

Team Roles

Let's go over Team Roles and what they mean.

There are three types of roles: Team Admin, Team Organizer and Team Member:

Team Admins are the administrator account of the team and control all billing details, adding/removing team members, have access to and manage the account Website Builder, library editing permissions, and can reassign the "Owner" of itineraries. There can be only one Team Admin per Team account.

Additionally, any time a team member is removed, that team member's itineraries and Library information is reassigned to the Team Admin.

Team Organizers have the ability to reassign the "Owner" of itineraries to allow "passing" the itinerary to other team members. Organizers can also edit the team's website in the website builder. There can be multiple Team Organizers per Team account.

Team Members are standard accounts on Travefy that can create, edit and share itineraries or content. They cannot change itinerary owners or edit itineraries that they are not the Owner of. Team Members do not have their own individual Website Builders.

To change someone's role, just click on the drop-down menu under Role that appears next to that team member's name:

Trip Edit Settings

To change who can edit any trip, click on the drop-down menu under "These roles can edit any trip:"

Changing this setting will determine which team roles can edit any trip.

Library Edit Settings

To change who can edit library items, click on the drop-down menu under "These roles can edit any library item:"

Changing this setting will determine which team roles can edit library items that were created by team member's other than themselves.

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