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How To Invite/Remove A Collaborator
How To Invite/Remove A Collaborator

Inviting or Removing a Collaborator from a trip

David Chait avatar
Written by David Chait
Updated over a week ago

You can invite/remove a collaborator from two different places.

Here's how to do so while in the trip builder:

1. Click Send

Open the trip you'd like to invite/remove a collaborator to/from, and click on the Send button in the top right corner.

2. Click on Manage Collaborators

3. Invite Collaborators to the trip

Note: The email field has autocomplete with your team members so you can easily invite them, as well as other collaborators.

Once you enter their email you can add a custom message and press Send Email to invite collaborators to edit the trip. If they don't already have a Travefy account, we'll automatically provide them with a 10-Day free trial, giving them ample time to work together on your trip.

Collaborators from outside your team do not have access to any of your other trips or your Library. Also, please note that the collaborator invite expires after 72 hours. 

Here's how to invite a collaborator from the Trip Sidebar:

1. Click on the trip

Clicking on the trip will open the expanded trip sidebar on the right-hand side.

2. Click on People

Click on the People tab.

3. Click on Collaborators

4. Click on +Invite Collaborator

5. Click Send Email

Once the the invitation menu has been opened, just type in the email address of the user you want to invite, and click on Send Email.

How Can I view a trip I've been invited to?

Once you've been invited to collaborate on a trip, you'll be notified by email.

Doug Brandstetter has invited you to collaborate on Cruising with the Ander.. 2021-09-22 at 3.22.43 PM

Optional: Allow Travefy users to save a copy of the trip

To give the recipient of the collaboration invite the ability to copy the trip, make sure you have the "save a copy" option enabled in your trip's settings.

Travefy - Trip Itinerary - Google Chrome 2021-09-22 at 3.26.29 PM

Copying the trip:

If you would like to copy the trip into your own Travefy account, click preview on the trip. You'll then be able to click this button to copy it.

Can I remove a Collaborator from a Trip?

You can of course remove their access at any point and don't worry if they're not already using Travefy - we'll automatically set them up on a trial so you can still work together. 

To remove a Collaborator, you can simply click the Remove button under Manage Existing Collaborators.

Alternatively, you can click on the three dots that appear under their name in the People section of the Trip Sidebar.

Note: Collaborators from outside your team do not have access to any of your other trips or your Library and all collaboration invites expire after 72 hours.

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