Summary:
Understanding Triply’s roles helps you assign the right level of access for your team.
Role Types:
• Admin – Full system access, including billing, team management, and reporting.
• Manager/Approver – Can approve bookings, manage trips, and view reports.
• Agent – Can search, book, and manage trips.
• Viewer – Read-only access to trips and reports.
Common Questions:
Q: Can viewers approve bookings?
A: No – they can only see bookings and reports, not approve or modify them.