Choose the appropriate role
Owner, admin, agent and read-only roles separate everyday work from restricted agency operations. Read-only means inspect, not edit.
Product / Team roles & access
Share the work without making every person an owner.
Invite colleagues with the right role and keep access tied to the workspace and assigned work. Permissions are enforced in the database, not only hidden in the interface.
One month free with FOUNDING20. No card required.
Team accessA role for each responsibility
Alex MorganAgency oversightOwner
Jordan ParkerTeam & trip operationsAdmin
Casey LaneAssigned & shared workAgent
Taylor ReedInspect permitted recordsRead-only
Keep assignments meaningful
Agents work on their assigned trips and shared unassigned work. Assignment changes apply to access immediately; an old alert is not a permanent access pass.
Invite the intended person
Invitations are bound to the intended email and role and expire after seven days. Sign-in and optional required two-factor authentication remain part of the access boundary.
In the working day
How it fits together
A growing agency needs something more precise than a shared password. TripClerk checks workspace membership, role, assignment and two-factor requirements at the data layer. Billing, finance and destructive agency operations remain owner-controlled where required. Team notes and inbox threads recheck current access, so an old mention or cached link cannot be used to keep reading work after it has been reassigned.
- Choose a colleague’s role and intended invitation email.
- Have them accept the invitation using that same signed-in email.
- Assign trips and review access as responsibilities change.
Know the boundaries
This is not a multi-level host-agency hierarchy, SSO service or enterprise permission-policy builder. Choose the least-privileged role and verify the workflow with your own agency during the trial.
More about the current limits →Can I give someone view-only access?
Yes. A read-only role can inspect permitted work without mutating it.
Does a mention give access to a trip?
No. Mention alerts and note history still enforce the recipient’s current trip and workspace permissions.
Keep the workflow connected
CRM & pipeline
Keep a client’s details, stage and last conversation beside the work that comes next. A visual pipeline helps the whole agency see which enquiries need attention.
Proposals to bookings
Present trip options, share a private proposal and keep the client’s selection connected to the booking, deposit schedule and draft itinerary.
Itinerary builder
Arrange flights, stays, transfers and activities in a day-by-day itinerary. Work privately, preview the details, then publish the version you want your clients to see.
Your next trip starts here
Less scattered admin.
More attention for the trip.
Try a real booking in TripClerk. One month free with FOUNDING20, no card and no automatic charge.
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