Getting Started & Access
Onboarding, login, dashboard basics
15 articles
- Logging in with Microsoft Single Sign-On (SSO)Follow these steps to access TravelMind using your Microsoft 365 company account via secure Single Sign-On.
- Setting up or approving Multi-Factor Authentication (MFA)Keep your TravelMind account secure by setting up or approving MFA on your device.
- TravelMind dashboard overviewUnderstand the widgets and information you see on your personal TravelMind dashboard.
- Understanding the TravelMind menu & navigationLearn where to find dossiers, clients, tasks, and documents using the main TravelMind menu.
- User profiles, access roles & permissionsSee how user roles work in TravelMind and what each level of access allows you to do.
- Logging outLearn how to log out safely and how automatic timeout works to protect your data.
- Who to contact for support or access problemsFind out who to contact when you can’t log in, have errors, or need technical assistance.
- TravelMind Glossary & Common TermsA quick reference for the main terms used in TravelMind.
- Hardware & software requirementsWhat every Travel Expert needs before using TravelMind and related tools.
- How to log in to Office 365Access your work email, Teams, and SharePoint with your company account.
- Welcome to Travel ExpertsMeet the Travel Experts concept and what makes our network unique.
- Travel Experts events & communityConnect with other Travel Experts and suppliers at our yearly events.
- Our values & expectationsThe mindset that defines every Travel Expert.
- Accessing TravelBuddy on SharePointLearn how to open the TravelBuddy intranet and find resources.
- What is TravelMind?Learn what TravelMind is, what it’s used for, and how it supports your daily workflow as a Travel Agent.