Overview
This option is only available for team owners only and allows them to assign collaborators within their team to trips within their dashboard and trips within their team members' dashboards. If the trip is later referred to a team member, collaboration will be disabled.
Collaborating on a trip allows two or more team members to communicate with the travelers, receive notifications for new traveler replies, and view and leave private notes on the shared trip from their own dashboards as long as that trip remains active on the original member's dashboard.
- Set up the collaboration (Team owner)
- Collaborate on the trip (Other team members)
- View and edit collaboration settings (Team owner)
Set up the collaboration (Team owner)
To get started, locate the trip and click the "Collaborators" button:
Choose a team member from the dropdown list and click the blue "Collaborate" button:
Collaborate on the trip (Other team members)
Open the "Shared" tab on your Dashboard:
This page will list all trips for which you are currently a collaborator. Select any trip from the list to view the message feed.
While viewing the trip's message feed, you can send the client e-mail messages. These messages will contain your signature and will come from your outgoing email address if one is connected.
When the client replies to the message or submits the form, you will be notified via email, and the reply will appear in the message feed.
You may also choose to visit the "Notes" tab to leave a private note, which can only be seen by the trip collaborators:
View and edit collaboration settings (Team owner)
By clicking on the Collaborators button within the trip, you can review and change who has access to the trip at any time. When viewing the list of collaborators, you can click "Remove access" to disable collaboration for that team member:
Comments
6 comments
Can a collaborator send messages to clients?
Jay, not at this time.
What exactly can a collaborator do other than send notes? Can they mark up commissions? Can they see the reports? Can they make supplier payments?
Hi Jennae,
This guide describes all current functionality related to collaboration, though new features will likely be added in the future. We will update the guide as new options are released.
Hi Alan, the collaborator button doesn't show yet. Do I have to activate something in settings? I have looked around without success.
Hi Dave!
This will show automatically as long as:
If you are not seeing it, please don't hesitate to open a support request!
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