Creating an Arranger user

Claudia Lopes -

An arranger is a role that allows a user to search and book for travellers.

To create an arranger (or any other user role), go to "My Account" > Users. You will be taken to the list of users. 

To create an "Arranger" click on the "+" button, on the right above the user list.


After clicking on the "+" button you will land on the creating a user page.

Agency and Company Admin users, as well as arrangers of the same company are the only ones that can create arranger users.


Let's run through these fields:

  • Entity
    • Select from the dropdown list, the company you're creating a user for.
  • Roles
    • Select the "Arranger" role. Note that a company user can accumulate several roles (e.g. one can be a Traveller and an Approver) and will then have the respective roles liabilities assigned to him/her.



Main information

Main information is a block common to all users regardless of the roles selected. It's where you enter the user's Name, Surname, Date of Birth, PTC, Email, Password, Status.

Most fields here are self-explanatory. Let's check those that require extra attention:

  • Status
    • If a user status is "Active", he will be able to enter the application and use it according to his/her roles permissions. On the other hand, if the user status is "Inactive", he/she will not be able to enter the application.
  • Date of birth
    • If Traveller role is selected, date of birth is mandatory so that system can calculate the prices correctly.

Contact information

This block is also common to all users as an optional filling information. Here you can enter the user's Phone, Address, City, Postal Code and Country.





Travellers list

An arranger can search and book trips only for travellers to whom he/she is linked to.

The travellers list section let's you choose the travellers to whom the arranger you are creating/editing can make bookings for. Only "Active" travellers will be available for selection (will appear in the left box).

Select the travellers you want to link to this arranger on the left box and click on the "Add" button to add them to the right box.


To remove, just select the travellers on the right box and click on the "Remove" button.

The travellers selected (the ones in the right box) are the ones that will be available for selection when this arranger goes to search & book.


Learn more about company user roles here. 


Have more questions? Submit a request


Article is closed for comments.
Powered by Zendesk