With the right subscription to YouLi, you can add Team Members to help you co-plan your Trips and Quotes.
If you're inviting someone to help you manage your trips, first, ask yourself some key questions:
1. Are they part of your Team?
If they should have access to ALL the same Trips and Quotes as the Team Owner, then the Team Owner should go to their Account and select the TEAM MEMBERS tab. From there, they can add a new Team Member.
The new Team Member will be
- Notified via email that they have been added
- Instructed to reset their password to log in
- Click the airplane to resend an email if they have NOT ACCEPTED or need to reset their password.
- Click the trash to remove them from the Team, NOTE: this does not delete them and they can be added by later if they remain an EXPLORER.
- Click the pencil to edit their information.
If your Team Member is the main contact or primary contact on the trips and that should be visible to Travelers, then you should make them a Main Contact for all trips they create. In that case, select YES for this option.
Listed As Contact on Trip Page by Default
When "No" has been selected for MAIN CONTACT, then you have the option to decide whether this Team Member will be Listed as Contact by default on Trip Pages made by the Team.
There are three options:
To determine which is the right option, ask yourself:
Should the Team Member's contact information appear on the Trip Pages for Travelers to contact BY DEFAULT?
NOTE: you can always change this once a trip has been created, so this feature is just to ensure that if a particular team member is ALWAYS a contact on trips, then you don't have to manually add that on the trip each time.
- If not, chose NO.
- If Yes, then chose when this should be true:
- For all existing trips AS WELL AS new trips to be created
- For only new trips made from this point forward
These settings apply to all trips created within the Team.
If you chose YES, then your new Team Member will appear like this on the Trip Pages of the Trips they are co-planning.
Once logged in the new Team Member will see all Trips and Quotes owned by the Team Owner and be automatically added to all future trips created by any Team Member shown in the table.
NOTE: Not all subscriptions include Team Members, you may be prompted to upgrade. If you have any questions, you can always Book a Demo with our team to explain the options.
2. Are they helping just with one Trip or Quote?
If the person should have access to only one or a few of your Trips or Quotes, then you might want to invite them as a one-off Co-Planner or Trip Coordinator.
Click on the "Manage Planners" inside the trip to see your Trip Users.
You can add unlimited Co-Planners and Trip Coordinators to help you with your trip.
If you try to add someone as a TEAM MEMBER but they are already on another team, you’ll see this error:
Then you are trying to add someone who is part of another organization as a team member, but you probably just want to add them to a few trips as a co-planner. So, simply click into the specific trip, click Manage Settings on the left navigation, and add that person via the Trip Users +Add User button.
For a walkthrough on YouLi, watch our YouLi How-To video on adding a Trip Page™️ Contact: