Invite your team and choose roles
Add colleagues, give them the right access, and understand seats.
4 min read
Admins manage the team under Settings, Team.
Invite someone
- Open Settings, then Team.
- Type their email address and choose a role: Admin, Manager, Member, Viewer.
- Press Send invitation. They get an email with an Accept invitation button, which opens their invitation: Create my account if they are new to SunTrip, or I already have an account. They use the address you invited, and join your company straight away.
You can resend an invitation that has not been used, change someone's role, turn their access off (they cannot sign in and the seat is freed) or remove them. You cannot change or remove yourself: ask another Admin.
Seats
Every person who is invited or active takes one seat, from the moment you send the invitation. People whose access is off do not. The number of seats is shown under Settings, Plan & billing. When all your seats are used, you need to remove someone or add seats before you can invite another person.
The four roles
Admin can do everything, including the team, plan and billing. Manager, Member and Viewer have less. This is what each role can do to begin with:
| What they can do | Admin | Manager | Member | Viewer |
|---|---|---|---|---|
| See all customers and travellers | Yes | Yes | Yes | Yes |
| Add and edit customers and travellers | Yes | Yes | Yes | – |
| Archive customers and travellers | Yes | Yes | – | – |
| View passport and ID details | Yes | Yes | Yes | – |
| Export and restore data | Yes | – | – | – |
| Manage users (add, edit, delete) | Yes | – | – | – |
| Manage suppliers | Yes | Yes | Yes | – |
| Upload documents | Yes | Yes | Yes | – |
| Delete documents | Yes | Yes | – | – |
| Manage bookings | Yes | Yes | Yes | – |
| See costs and margins | Yes | Yes | – | – |
| Issue invoices | Yes | – | – | – |
| Record payments | Yes | – | – | – |
| Credit or void invoices | Yes | – | – | – |
| View finance | Yes | Yes | – | – |
| Manage leads | Yes | Yes | Yes | – |
An Admin can change these under Settings, Permissions. Only Admins can edit the permissions, currency, company details and billing.