Team/Team Members

Scott Rutz avatar Stephanie Gries avatar Haley Hofer avatar
13 articles in this collection
Written by Scott Rutz, Stephanie Gries, and Haley Hofer

How to turn on collaboration to edit itineraries with your team members.

Collaboration / editing permissions with teams on Travefy.
Scott Rutz avatar
Written by Scott Rutz
Updated over a week ago

How do I set Team Roles and Permissions?

How to assign different roles or permissions for your Team; such as Team Admin, or Team Organizer.
Scott Rutz avatar
Written by Scott Rutz
Updated over a week ago

How do I Switch the Owner on an Itinerary?

Switching the host or owner on an itinerary of a team.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How to allow Team Members to collaborate and edit itineraries

Allowing Team Members to edit other Team Member itineraries within a team.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I create a team on Travefy?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do Teams work in Travefy?

Where can I find information on building a Team in Travefy?
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

What happens when I add a team member who already has a Travefy Professional account?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How does a team work on Travefy Pro?

How a team works in Travefy Pro.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

What is the difference between an "Admin" and an "Owner"?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I add or remove members From the Team?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I invite a team member to edit an itinerary with me?

Inviting a team member to edit a trip, itinerary, quote/proposal.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

What Does the "Pending" Status Mean for a Team Member?

Pending status for a team member that was invited to a team.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I invite a team member to edit an itinerary with me?

Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago