As a TMC admin you manage your own company the way a Director does: company details, people and departments, trip settings and integrations. You also get an Administration block for your storefront, with its document templates and everyone who has registered on it. You can sign in as a person from your own company to see exactly what they see.
Where to find it
Open the settings panel (secondary menu).
Company account
Under Companies: My companies, Documents and Negotiated rates. Modules shows when you are the account owner.
People and departments
- People (
/app/employees): add, edit and archive employees, and assign their roles up to, but not including, Director. Roles are managed for everyone else in your company; your own role and the account owner's stay as they are. - Departments: view and edit your company's departments.
Trip settings
Travel policies, Approval rules, Custom Fields, Rate Guard, Duty of Care, Robert automation and Content providers.
Other tools
Cardholders, Widget settings, Integrations and API.
Administration: your storefront
- Document templates (
/user/templates): the document templates of your storefront. - All users (
/users): everyone registered on your storefront. Each row has icons to open the person's info, open their documents, and sign in as them.
How to sign in as a user
- Go to All users and click the sign-in icon on the person's row. Or, in Travel operations, open the traveller's panel and click Login as.
- You now see the platform exactly as that person does.
- To return to your own account, use the banner at the top of the page.
Good to know
- "Sign in as" works for the people of your own company, apart from the account owner.
- Each sign-in is recorded in that person's login history.
- Login as in Travel operations is available when the traveller has an account on the platform.
- If you try to sign in as someone outside your company, you'll see "You can only sign in as a user of your own company." For the account owner, you'll see "You cannot sign in as the account owner."
FAQ
Can I make someone a Director or a TMC admin? In People you can assign any role below Director. TMC admin accounts are set up by Travel Code.
Why is Login as greyed out for a traveller? That traveller has no account on the platform, for example a guest traveller.
Will the person know I signed in as them? The sign-in is recorded in their login history.
How do I get back to my own account? Use the banner at the top of the page.
Who appears in All users? Everyone who registered on your storefront.
Related articles
- Agency Dashboard: your control centre as a partner travel agency
- Orders: find any booking on your storefront and open its card
- Travel operations: who is travelling right now
- Activity feed: every change to your storefront's bookings
- Work queue: the tasks your team handles on your storefront's orders
- Agency Reports: reports on your storefront's orders
- Analytics for your storefront
Still have questions? Message us in the support chat or at support@travel-code.com.