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Manage Users

Create and manage logins for team members, resellers, and other partners.

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Invite Users to Your Account

Inviting users to join your TripWorks account is not limited to team members from your business. You can also use the steps provided in this article to create logins for other professional partners (accountants, consultants, marketing agents, etc.). Invite...

December 15th, 2022 2096 views 1 likes
Delete a User

Revoking a user's access to your TripWorks account can be accomplished in one of two ways. Which method you use depends on the user's history within your TripWorks account: Disable a User's Login ‍. If the user has performed one...

December 16th, 2022 2168 views 1 likes
Disable a User's Login

When a professional relationship ends — such as an employee leaving your team or a business partnership dissolving — you typically want to withdraw that person's access to company information, as well as their ability to perform actions on behalf...

December 15th, 2022 2399 views 9 likes
Enable Team Member Alerts

TripWorks account users can receive notifications for a wide variety of account actions, such as new trips being reserved, e-commerce customers abandoning cart before completing their purchase, customer emails bouncing, suspected credit card fraud activity, account health reports, and much...

January 26th, 2023 3108 views 1 likes
Set Default Manifest and Calendar Views for Team Members

Setting a default view ensures that your team members always land on the most relevant layout when they open the Manifest or Calendar—helping them stay efficient and focused. This is especially useful if: You use different saved views for roles...

July 31st, 2025 152 views 0 likes

Invite Users to Your Account

Delete a User

Disable a User's Login

Enable Team Member Alerts

Set Default Manifest and Calendar Views for Team Members