Team and roles
Five roles. Each person sees only their part of the business. Switch the viewer at the top right to see the console as they do.
| Person | Role | What they can do | Last active | |
|---|---|---|---|---|
| Ramesh Lotey | Owner | Founder. Everything, including prices, refunds above policy and payouts. | Now | |
| Kavita Shah | Ops manager | Runs bookings and departures. Cannot change prices or see settlements. | 12 min ago | |
| Tenzin Norbu | Guide | Sees the manifest for his own departures. Checks people in on his phone. | Yesterday | |
| Pooja Rawat | Guide | Kedarkantha batches only. | 3 days ago | |
| Suresh Pillai | Accounts | External CA. Settlements, GST invoices, exports. Read-only on bookings. | Mon | |
| Hilltop Travels | Agent | Agent login. Places orders at net rate inside a credit limit. | 14 Oct |
| Permission | Ownerthe founder | Ops managerwhoever runs the desk | Guidefield staff, on a phone | Accountsyour CA, usually external | Agenta travel agent who sells for you |
|---|---|---|---|---|---|
| Bookings | |||||
| See bookings | Own only | Own only | |||
| Create a booking | — | — | Own only | ||
| Send payment link or reminder | — | — | — | ||
| Mark payment received offline | — | — | |||
| Move date, add or remove a traveller | — | — | Own only | ||
| Cancel and refund within policy | — | — | — | ||
| Refund more than the policy | — | — | — | — | |
| Departures | |||||
| Create or edit departures | — | — | — | ||
| Manifest and check-in | Own only | — | — | ||
| Close a departure and refund everyone | — | — | — | — | |
| Packages and prices | |||||
| Create and edit packages | — | — | — | ||
| Change prices and cancellation policy | — | — | — | — | |
| See net rates | — | Own only | |||
| See who paid what | — | Own only | |||
| Money | |||||
| Settlements and refunds | — | — | — | ||
| GST invoices and exports | — | — | — | ||
| Trilyt fee invoice | — | — | — | ||
| Team and agents | |||||
| Invite or remove people | — | — | — | — | |
| Set agent commission and credit limit | — | — | — | — | |
Roles are fixed in the demo. In the product the owner can add a custom role, for example a second office login that cannot cancel bookings.