Help centre / Getting started

Invite a teammate with the right role

Use email-bound invitations and understand owner, admin, agent and read-only access.

Do not share a login

Invite the colleague into your agency so their identity and role can be checked independently. Choose the least privilege that fits their actual work.

Choose the role

• Owner: agency oversight and restricted owner-controlled operations.
• Admin: team and operational management within the owner's boundaries.
• Agent: assigned trips and shared unassigned work, subject to current permissions.
• Read-only: inspect permitted records without changing them.

Billing, finance and destructive agency operations remain owner-controlled where required. Read-only access is not permission to edit or save a form.

Bind the invitation to the person

1. Check the intended invitation email carefully.
2. Choose the correct role.
3. Create the invitation and share it with that colleague.
4. Have them sign in using the same email to accept it.

Invitations expire after seven days. An invitation sent to one address cannot be accepted by an unrelated signed-in account. Recreate an expired or revoked invitation deliberately.

Review assignments and sign-in protection

Trip assignment changes affect access immediately. Private note history, mentions, messages and files recheck current membership and assignment. Mentioning someone does not grant them access to a trip. An owner can require two-factor sign-in. Members must satisfy that requirement before the database permits agency data access. If someone no longer works with the agency, review and remove their membership rather than relying on an old invitation expiring. TripClerk does not provide SSO or a multi-level host-agency permission hierarchy. Test the roles with representative work during your trial.

Still stuck? Email hello@ahmadzunair.online.