Team: who can sign in, and as what

For the office

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The Team screen is the office roster: everyone who can sign in, what their account lets them do, and where booking alerts reach them. A manager invites people by email, the invitation asks each person to choose a password, and access is revoked by deactivating, never by deleting.

What is the Team screen?

One table, one row per person: their name, Email, WhatsApp number, Account (the role, and for a reseller the agency they book for), and whether they are Active or Deactivated. The count next to the title says how many are active right now. Above the table sits the invite form, so bringing someone in is the first thing the screen offers.

Team is a manager screen. Staff work the board and bookings, but the roster and its invitations belong to managers and the owner.

What can each role do?

The Account column answers it. Four kinds of account exist, and the difference between them is what the app offers, not a setting to configure:

Owner runs the company account. Everything a manager can do, plus the commercial side: an Owner sees and sets each operator's commission and reads the month-end settlement, and only an Owner can make another Owner.
Manager runs the office: the board, planning, bookings, the tour catalog, Reference Data, the financials, this Team screen and the activity log. Everything except the commission figures.
Staff works the day: the Daily Board, Tour Planning and Bookings. The manager screens stay out of their menu.
Operator is not office at all: an outside agency booking through their own portal. Their row reads Operator with the agency's name.

How do I invite someone?

Type the person's full name and email at the top of the screen.
Choose their Role: Manager or Operator, and for an operator, which agency they book for. The Owner option is offered only when you are signed in as an Owner.
Press Send invite. One line under the form says what the chosen role will be able to do, before you send.

What arrives is an email whose link opens Choose a password. The new person sets their own password and is signed in; from then on they sign in with email and password like everyone else. The link stays valid for seven days, and Resend invite on their row sends a fresh one if it expired or never arrived.

What does deactivating someone do?

Deactivate revokes access: from that moment the person cannot sign in. Their row stays on the roster marked Deactivated, and everything they ever did keeps their name on it, on the board, in the history drawers and in the activity log. Reactivate restores access just as cleanly.

You cannot deactivate yourself. Your own row says You where the button would be, so an office cannot lock itself out of its own Team screen.

Why can I not delete a person?

Because their history is attached to them. Every booking records who entered it and every change records who made it, and deleting the person would orphan all of it. So the roster works like the rest of TourCockpit: deactivate instead of delete, access ends, history stays exactly as it was.

What is the WhatsApp column for?

It is where booking alerts go. Open a row with Edit and it holds two things: the person's WhatsApp number, and the checkbox Receive WhatsApp alerts for new bookings. Anyone with the box ticked is told whenever a reseller books, changes or cancels through the portal; changes the office makes itself send nothing, because the office already knows.

The checkbox is the permission and the number is only the address: each person opts in for themselves, and the alert goes to everyone who did, not to a single office phone.

What is the Operator portals card?

The bottom card lists each agency that has portal users, with View their portal beside it. It opens that operator's portal exactly as they see it, so you can support them, add or cancel a booking on their plate. You stay signed in as yourself the whole time, and every change is logged under your own name.