Control exactly what each team member can see and do. Granular permissions per module, role-based access, and record-level security. Keep sensitive data safe while enabling collaboration.
Roles & Permissions gives agency owners and managers complete control over who can access what in TRAVEgala. It ensures team members have the access they need to do their jobs — and nothing more.
Essential for any agency with multiple team members, especially those handling sensitive financial data, client personal information, or proprietary supplier rate agreements.
As travel agencies grow, they face a fundamental tension between collaboration and security. Team members need access to client information, bookings, and financial data to do their jobs. But not everyone should see everything.
A junior consultant should see their own clients but not agency-wide financial reports. An operations person needs to update bookings but should not change commission rates. A part-time assistant might need read-only access to specific client records.
Without proper permission controls, agencies face a choice: give everyone full access (creating security and compliance risks) or restrict access broadly (limiting collaboration and efficiency).
Granular permission controls at every level:
Define roles with specific permission sets. Assign team members to roles. Change roles as responsibilities evolve.
Set view, edit, or admin access per module. Finance team sees payments. Consultants see CRM. Managers see everything.
Restrict access to specific records. Sensitive client accounts can be limited to specific team members.
Control who can create, edit, delete, or export records. Prevent accidental deletion by restricting delete to admin roles.
Some systems offer only admin vs. user. This forces agencies to give too much access or too little. No middle ground.
Pre-defined roles that cannot be modified. The roles never quite match how your agency operates.
Permission at the module level only. Cannot restrict access to specific high-profile clients or sensitive bookings.
Without audit logs, you cannot know who accessed what or made which changes. Compliance becomes impossible.
Start with pre-built roles (Admin, Manager, Consultant, Finance, Read-Only). Customize or create new roles to match your agency structure.
Control access to every module: CRM, Bookings, Payments, Commissions, Reports, Settings, Integrations. Each module: No Access, View, Edit, or Admin.
Set record ownership rules. Consultants see their own records. Managers see team records. Admins see everything.
Require manager approval for specific actions — quotations above a value, refunds, booking cancellations, commission overrides.
Every access and action is logged. See who viewed, created, edited, or deleted records. Export logs for compliance.
Get notified when permissions are changed. Receive alerts when users access sensitive records or perform restricted actions.
Complete control over data access. Protect sensitive financial information while enabling team collaboration.
Delegate access appropriately. Give operations staff the edit access they need without exposing financial configurations.
Restrict financial modules to authorized personnel only. Commission rates and profit margins stay confidential.
Focused view of only the records you need. Less clutter, fewer distractions, clear ownership of your clients.
Full audit trails and permission controls support regulatory compliance. Export permissions reports for audits.
It is easier than setting up proper roles, but it creates security risks. Take the time to configure proper permissions.
When a team member changes roles, their old permissions may no longer be appropriate. Review and update permissions during transitions.
Audit logs are only useful if someone reviews them. Assign someone to review logs periodically for unusual activity.
Too many restrictions frustrate team members and encourage them to work outside the system. Find the right balance.
When team members leave, their accounts must be deactivated promptly. TRAVEgala makes this easy — do not skip it.