Getting Started & Access
Onboarding, login, dashboard basics
18 articles
What is TravelMind?Learn what TravelMind is, what it’s used for, and how it supports your daily workflow as a Travel Agent.
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.
Using Travel Buddy (SharePoint intranet)Your central hub for supplier info, webinars, and internal news.
Welcome to Travel ExpertsMeet the Travel Experts concept and what makes our network unique.
Your support network & fam tripsSee how Travel Experts supports you with training, admin help, and learning travel experiences.
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.
Navigating Travel Buddy SharePointUnderstand the layout of the Travel Buddy intranet.