Summary:
Easily add your team members to Triply so they can start booking, managing, and approving travel.
Steps:
Go to Settings > Team Management.
Click Add Member.
Enter the agent/staff member’s name, work email, and phone number.
Select their role (e.g., Agent, Manager, Admin).
Click Invite – they’ll receive an email with setup instructions.
🔔 Note: Only Admins can add new members to Triply.
Common Questions:
Q: Can I add multiple agents at once?
A: Yes – use the Bulk Upload option to import multiple members via CSV.