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User profiles, access roles & permissions

See how user roles work in TravelMind and what each level of access allows you to do.

Updated over a week ago

Each user in TravelMind has an assigned access role setup. This ensures that every Travel Expert, Corporate agent, Admin, or Finance user only sees the modules and actions relevant to their job.

Typical roles

  • Travel Expert – Create and manage dossiers, agreements, and services

  • Admin / Back-office – Adjust administrative details, process documents, validate data, and handle exceptions

  • Finance – Manage invoicing, payments, purchases, and financial reporting

  • Management – Access dashboards, reporting, and audit history

📌 Screenshot: [User role placeholder]

How permissions work

Permissions are role-based. If something is not visible or clickable for you, it means your role is not authorized for that action. To change your role or request additional access, contact your administrator (see Article 8).

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