A custom role can be specifically created for Travel Administrator.
Please Note: The worker will need to be assigned as an Editor for the Workgroups they will be managing travel for. If the company is set-up for multi-site, then the Travel Administrator will need to be associated with the Work Site they will be managing
Create a Custom Role = Travel Administrator
- Login as System Administrator
- Navigate to Settings > Manage Users > Custom User Role
- Click 'Add Custom User Role' button
- Enter Name (e.g. Travel Administrator)
- At Rosters and Travel select required checkboxes at
- Click 'Save' button
Map Custom Role to a Person
- Login as Editor, Administrator, or System Administrator
- Navigate to Person > Product Settings > Custom Roles
- 'Add Custom Role' button
- Select Travel Administrator
- Click 'Save' button
| TeamTray: Add New | View | Add | Edit | Delete |
| Action | 🟩 | |||
| TeamTray: People | View | Add | Edit | Delete |
| Person Details (their own) | 🟩 | |||
| Person Contact Details (their own) | 🟩 | 🟩 | 🟩 | 🟩 |
| Person Documents (their own) | 🟩 | |||
| Person Actions (their own) | 🟩 | 🟩 | 🟩 | |
| Account Settings (their own) | 🟩 | 🟩 | 🟩 | |
| TeamTray: Rosters | View | Add | Edit | Delete |
| Roster | 🟩 | 🟩 | 🟩 | 🟩 |
| Travel Plan | 🟩 | 🟩 | 🟩 | 🟩 |
| Person Info | 🟩 | 🟩 | 🟩 | 🟩 |
| Arrive/Depart | 🟩 | 🟩 | 🟩 | 🟩 |
| Crew Plan | 🟩 | 🟩 | 🟩 | 🟩 |
| TeamTray: Flights | View | Add | Edit | Delete |
| Scheduled Flights | 🟩 | 🟩 | 🟩 | 🟩 |
| Flight Bookings | 🟩 | 🟩 | 🟩 | 🟩 |
| Flights Required | 🟩 | 🟩 | 🟩 | 🟩 |
| TeamTray: Rooms | View | Add | Edit | Delete |
| Rooms | 🟩 | 🟩 | 🟩 | 🟩 |
| Room Bookings | 🟩 | 🟩 | 🟩 | 🟩 |
| Room Assigned | 🟩 | 🟩 | 🟩 | 🟩 |
| Calendar | View | Add | Edit | Delete |
| Add Action | 🟩 | |||
| View their own calendar | 🟩 | |||
| Document Library | View | Add | Edit | Delete |
| View Documents | 🟩 | |||
| My Tasks | View | |||
| Actions (their own) | 🟩 | |||
| Reports (their own) | 🟩 |