Permissions in Travelmesh

This doc will help you understand how permissions are set up in Travelmesh. The three default roles configured in Travelmesh are Administrator, Management and Travel Advisor. Additional roles can be added to this list. This can be done by performing the following steps:

1. Go to Tools > Setup > Account Types.
2. Click the yellow plus to add a new Travelmesh Role.
3. The Administrator role, by default is assigned all the permissions.
4. The existing roles, such as the Travel Advisor role can be restricted to fewer permissions. For example, Travel Advisors may only be given permission to add, delete or edit contacts and itineraries and additionally run reports.
5. Whereas the Management Role can be denied certain permissions such as deleting an itinerary, editing folder permissions and so on.
6. Assign permissions to the newly created Role by enabling checkboxes present in the Permissions in selected Role workspace.
7. Travelmesh highly recommends that there be at least two users with full administration rights to the database, in case one of them is on a leave or is absent. So to add the second user to be assigned the Administrator role. Go to Tools > Setup > User accounts.
8. Click the yellow plus to add a new user, say Admin2.
9. Next, we assign a user role to the new user. Under User Roles, enable Administrator as the role.
10. As the Administrator role is configured with all permissions enabled, the Admin2 user is assigned all the permissions.

The following table provides a brief description of the different permissions available in Travelmesh. The table explains the scenario when the permission is disabled (no tick) for a user account roles….

Feature	Description
Accounting Edit	Cannot Export Accounting Data
Accounting View	Cannot view Accounting data
Administrator – can edit roles	Cannot view/edit roles or permissions
Audit	Cannot open Audit Trail
Bulk Service/rate update	Do not have access to bulk update supplier rates
Contact Delete	Cannot Delete a Contact
Contact Edit	Cannot open a Contact to Edit Cannot add a new Contact
Contact View	Cannot view Contact
Currency Rates edit	Cannot edit currency exchange rates
Data Export Itineraries	Cannot export Itineraries
Data Export Payments	Cannot export Payments due
Data Export Suppliers	Cannot export Supplier
Data Import	Cannot Import Suppliers/Contacts
Data lists Setup	Do not have access to menus under Tools-> Setup-> Data Setup
Database Admin	Do not have access to menus under Tools-> Setup-> Administration
Folders – Can edit Permission	Cannot set folder permission
Itinerary – refresh currency rates	Cannot refresh exchange rates
itinerary – set invoiced status	Can set Invoiced Status
Itinerary Delete	Cannot delete an Itinerary
Itinerary Edit	Cannot edit Itinerary Cannot add new Itinerary
Itinerary Ready Only	Cannot set Itinerary to Read Only
Itinerary view	Cannot open Existing Itinerary
Report Itinerary Yield	Itinerary Yield report not visible
Report Supplier Purchases	Can generate Supplier Purchases report
Report Client Locations	Client Locations report not visible
Reports run Custom Reports	Cannot run Custom Reports
Supplier Bank Details	Cannot edit Bank Details
Supplier Delete	Cannot delete Supplier
Supplier Edit	Cannot edit Supplier Cannot add a new Supplier
Supplier View	Cannot open Supplier
User Accounts Setup	Only access to Tools->Setup-> My Account Details