Team members, staff & permissions
Found under Settings → Staffs & Teams (/user/staffs-and-teams and /user/team_members). This area is only visible to users whose permission group includes Account access.
Permission groups
Each staff member belongs to one or more named groups (for example Inventory or Account). Groups control which sidebar sections a user can see — for example, a user without the Inventory group will not see Packages, Activities, or Accommodations at all.
tripzuit.com/user/team_members
WanderWell Travel
| Name | Groups | Status | |
|---|---|---|---|
| Priya Sharma | priya@wanderwelltravel.com | Account, Inventory | Active |
| Rahul Verma | rahul@wanderwelltravel.com | Inventory | Active |
| Sana Iqbal | sana@wanderwelltravel.com | Support | Invited |
Conversation teams
Under Conversations, you can group staff into teams (for example “Sales” and “Support”) so cases can be routed and filtered by team from the sidebar.
Inviting a new team member
- Go to Settings → Staffs & Teams.
- Select Add staff member and enter their name and email.
- Assign one or more permission groups.
- They receive an email invite and set their own password on first sign-in.