Click Save after updating any permit in the following expanders.
This page is used to define a user name for accessing the system.
After defining the user name in the General Details expander, permits are assigned to the user name (according to the employee's tasks) using one or more of the following expanders:
Setup and Business Rules Permits
Financial/Reconciliation Permits
Airtour Definitions
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Click Save after updating any permit in the following expanders. |
Go to Setup - My Company - Users.
Click Click here to add a new user.
The fields in the General Details expander will be displayed.
Mandatory. In the User Name field, enter the user name for logging into the system.
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To deactivate a user, select User Not Active. Use this action with caution as an inactive user name cannot be reactivated. |
Mandatory. In the Password field, enter the user's password.
In the UI Language field, select the language in which the Reservation System will be displayed to the user from the drop-down list.
If relevant, in the Branch field, select the branch to associate with the user name from the drop-down list.
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When a user is associated with a branch, s/he will be subject to the definitions of the specific branch when using the system. |
In the E-Mail field, enter the e-mail address from which e-mail correspondence will be sent when the option Send e-mail from user's e-mail address in Setup - Website Definitions - E-Mail Notification is marked.
In the User Type field - if relevant - select the user type to associate with the user name from the drop-down list.
In the User Identifier,enter the user's identifier in the external system. This field can be used to match users between Travel Booster and the external system.
In the Find travel file by field, select the page to be displayed in the Reservations System when clicking on the Find Travel File button.
In the Default reservation source select the default reservation source to be selected in the Reservations System, in the Find by PNR page.
If the user is a freelancer, select Freelancer.
If the user requires access to Administration Tools, select Access to Administration Tools.
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If this option is not selected, the user will have access only to the Reservation System. |
To display the dashboard upon accessing the Reservations System, select Display dashboard as default page in Reservation System. By default, this option is selected for all new users created in a retail systems.
To display the service amount in the travel file after the transaction reduction/ commission has been deducted, select Display the Amount - Reduction in travel files service section.
This will be displayed as follows in the Travel File Service Section:
To map between the user's PCC and user identifier in a GDS and their user name in the system, in the GDS Mapping table, click Click here to add a new mapping.
In the GDS name column, select the GDS: Sabre or Amadeus.
In the User identifier column, enter the user's user identifier in the GDS.
Sabre. In the User name in GDS column, enter the user's user name in Sabre, which is used for updating the user's credentials in Sabre
In the PCC column, enter the user's PCC.
Click Save.
Select the user's branch permits.
If users are limited to performing activity only for their own branch, do not select any of these permits.
If users are allowed access to all branches, select the permits, but do not select enabled, or specify branches.
If users are allowed to perform actions for specific branches, in addition to the users' branch, select the permits, select enabled, and specify to which branches the permits apply.
Permit Name |
Description |
Access travel files attached to and perform operations for all or selected branches |
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| Perform accounting actions for all or selected branches |
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| Generate reports for all or selected branches | Permits the user to issue reports and send periodic statements for all branches, or the branches specified. This permit applies to the following reports: |
Perform actions for all or selected branches in Cashier and Transfer Book modules. |
In the Cashier and Transfer Book modules, Permits the user to perform actions on all branches, or the branches specified. The permit Perform actions in Cashier module must also be selected. |
To specify which branches these permits apply to, select enabled, and select the relevant branches.
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If you do not select enabled, the permits apply to all branches. |
Click Save.
Permit Name |
Description |
Setup |
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Permits the user to update data in the following Setup menus: My Company, Business Environment (except Travel Agent/Corporate Client and Supplier Accounts), Product Definitions, and Geography.
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Permits the user to update data in the following Setup menus: Database Definitions, Website Definitions, Advertisement Definitions, and Flight Interfaces. |
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Create and edit user name |
Permits the user to create and edit a user name. |
Create and edit currency |
Permits the user to create and edit a currency. |
Create new supplier account |
Permits the user to add a new supplier account. |
Edit supplier account |
Permits the user to edit a supplier account. |
Permits the user to add a new travel agent/corporate client account. |
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Permits the user to edit a ctravel agent/corporate client account. |
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Translate entries in Entry Translation |
Permits the user to translate entries in Entry Translation. |
Permits the user to access the Uploadable Dictionary module. |
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Business Rules |
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| Perform actions in Markup Definitions and Cancellation Fee Policy modules | Permits the user to access the Markup Definitions module and perform actions within the module. |
| Perform actions in Online Supplier Commission module | Permits the user to access the Online Supplier Commission module and perform actions within the module. |
| Perform actions in Commission Definitions module | Permits the user to access the Commission Definitions module and perform actions within the module. |
Permits the user to access the User/Freelancer Incentive module and perform actions within the module. |
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Permits the user to access the Cancellation Fee Policy and perform actions within the module. |
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Permits the user to access the Deposit Conditions module and perform actions within the module. |
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Permits the user to access the Passenger Travel Policy module and perform actions within the module. |
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Permits the user to access the Target Definitions module and perform actions within the module. |
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Permits the user to access the Transaction Fee Policy module and perform actions within the module. |
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Permits the user to access the Installments Fee module and perform actions within the module. |
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Permits the user to access the Travel Benefits module and perform actions within the module. |
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Permits the user to access the Discount Definitions module and perform actions within the module. |
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Permits the user to access the Messaging Definitions module and perform actions within the module. |
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Perform actions in Remark Definitions module |
Permits the user to access the Remark Definitions module and perform actions within the module. |
Permit Name |
Description |
Create and edit price list |
Permits the user to access the Update Contracts module and the Contracts module to create and edit data in the [Product] and Price List tabs. |
Create and edit allocation |
Permits the user to access the Contracts module to create and edit data in the Allocation tab of the relevant product contract. |
Permits the user to access the Online Hotel Display Rules module. |
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Perform actions in Self Operation Tours module |
Permits the user to access the Self Operation Tours module and perform actions within the module. |
Permits the user to access the Self Operation Flights module and perform actions within the module. |
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Permits the user to access the Static Packages module and perform actions within the module. |
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Permits the user to access the Bundling Wizard module and perform actions within the module. |
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Permits the user to create and edit a promotion for a product in the Reservation System. |
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Edit static package seasons and selling prices. |
Permits the user to access and edit the static package price list that is generated automatically when creating a static package through the system. |
Permits the user to access the Trains module and perform actions within the module. |
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Permits the user to access the Ferries module and perform actions within the module. |
Permit Name |
Description |
Perform actions in Report Reservation to Supplier and Update Reservation from Supplier modules |
Permits the user to access Report Reservation to Supplier and Update Reservation from Supplier modules and perform actions within the modules. |
Permits the user to access the Release Allocations module and perform actions within the module. |
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Permits the user to access the Calculation Sheets module and perform actions within the module. |
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Permits the user to access the Schedule Automatic Process module and perform actions within the module. |
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Permits the user to access Flight Reservations module and perform actions within the module. |
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Permits the user to access the Change Tours Reservations module and perform actions within the module. |
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Permits the user to access the Send Periodic Statement to Agents module and perform actions within the module. |
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Permits the user to access the Export Transaction Data module and perform actions within the module. |
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Permits the user to access the View Operation Status module and perform actions within the module |
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Permits the user to access the Mail Delivery Management module. |
Permit Name |
Description |
Permits the user to define and update a rate of exchange. |
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Permits the user to access Cashier and Transfer Book modules and perform actions within the modules. |
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Permits the user to access the Supplier Reconciliation, BSP Reconciliation, and Automatic Reconciliation modules, and perform actions within the modules. |
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Perform actions in Travel Agent/Corporate Client Reconciliation module |
Permits the user to access Travel Agent/Corporate Client Reconciliation module and perform actions within the module. |
Permits the user to access Export Data to General Ledger module and perform actions within the module. |
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Permits the user to access User/Freelancer Reconciliation module and perform actions within the module. |
Permit Name |
Description |
Voucher (Exchange Order) |
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Permits the user to issue voucher. |
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Cancel voucher |
Permits the user to cancel voucher. |
Permits the user to amend voucher in Supplier Reconciliation module and in Reservation System. |
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Issue and cancel refund applications |
Permits the user to issue and cancel refund applications. |
Permits the user to confirm refund applications and cancel confirmed refunds. |
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Issue refund to customer |
Permits the user to issue a repay in the Reservations System, in the travel file to the customers. |
Tax Invoice |
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Issue tax invoice |
Permits the user to issue tax invoice from Issue & Find Documents module. |
Cancel tax invoice |
Permits the user to cancel tax invoices. |
Remittance Advice |
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Issue remittance advice |
Permits the user to issue remittance advice from Payment Book module and to issue a repay on a transfer receipt that was issued through the Credit2000 interface |
Change VAT percent in RMT |
Permits the user to choose which VAT percentage to use when issuing a remittance to a supplier from the Administration Tools:
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Debit/Credit Note |
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Issue debit/credit note |
Permits the user to issue debit or credit note. |
Cancel debit/credit note |
Permits the user to cancel debit or credit note. |
Transfer payment to other travel file |
Permits the user to transfer surplus payment to other travel file made by same agent. |
Gift Card |
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Permits the user to access the Gift Card and Issue Gift Card modules and perform actions within the module. |
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Proforma Invoice |
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Issue Proforma Invoice |
Permits the user to issue proforma invoices. |
Miscellaneous |
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Remove and upload document XSL files |
Permits the user to remove and upload custom XSL files for documents. |
Invoice |
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Permits the user to issue invoices. |
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Cancel invoice |
Permits the user to cancel invoices. |
Issue Credit Invoice |
Permits the user to issue credit invoices. |
Display print parameters |
Permits the user to display the invoice in the travel file using the Display button. The Display button allows the user to display the invoice through the Invoice Definitions page. If users do not have the permit, they can still display the invoice by searching for the invoice using the Find Document tool, or in the travel file by clicking on the link in the invoice reference number. |
Remove leg transactions from invoice |
Permits the user to remove individual legs from a transaction in the invoice. |
Change exchange rate and printed currency |
Permits the user to update the currency and exchange rate in the invoice definitions page. |
Allow change payment terms |
Permits the user to change the payment terms (cash/credit) of an invoice issued to travel agents/corporate clients, through the Invoice Definitions page. |
Receipt |
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Issue receipt in travel file for credit card and gift card payments |
Permits the user to issue receipts in travel files for credit card and gift card payments. |
Issue receipt in travel file for cash and check payments |
Permits the user to issue receipts in travel files for cash and check payments. |
Issue receipt in travel file for bank transfer payments |
Permits the user to issue receipts in travel files for bank transfer payments. |
Cancel cash payment receipts |
Permits the user to cancel receipts issued for cash payments. |
Cancel credit card, bank transfer and check payment receipts |
Permits the user to cancel receipts issued for credit card, bank transfer and check payments. |
Edit receipt |
Permits the user to edit receipts. |
Issue receipt to travel agents/corporate clients |
Permits the user to issue receipts to travel agents/corporate clients for all methods of payment. |
Use foreign credit cards |
Permits the user to select a foreign credit card as the payment method when issuing the receipt. This option is only relevant for payments made through the Credit2000 interface. |
Remove credit card fees |
This permit allows the user to remove credit card fees that are added when issuing a receipt for a credit card payment. |
Issue a receipt without sending a request to a payment gateway |
This permit allows users to issue transfer receipts for credit card payments without sending a request to a payment gateway. Used by companies who send requests to payment gateways externally, but need to issue a receipt in the travel file. |
Exchange Rate |
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Edit currency exchange rate in booking |
Permits the user to edit currency exchange rate. |
Override maximum change rate |
Permits the user to edit currency exchange rate regardless of the maximum percentage defined in Maximum change rate. |
Discount |
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No discount |
Does not permit the user to give a discount for direct sales. Does not permit the user to cancel a voucher issued for a cancellation fee. |
Limit 1 |
Permits the user to give a discount as defined in Limit 1. Does not permit the user to cancel a voucher issued for a cancellation fee. |
Limit 2 |
Permits the user to give a discount as defined in Limit 2. Does not permit the user to cancel a voucher issued for a cancellation fee. |
Unlimited discount |
Permits the user to give unlimited discounts. Permits the user to cancel a voucher issued for a cancellation fee. |
Permit Name |
Description |
Access travel files of all users |
Permits the user to access travel files made by all users. |
Access travel files of all user types |
Permits the user to access travel files made by users with all user types. |
Reserve a booking and report to supplier |
Permits the user to reserve transactions and report them to the supplier. |
Amend reservation |
Permits the user to amend reservation in travel file. |
Permits the user to cancel reservation in travel file. |
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Edit passenger details |
Permits the user to edit passenger details in travel file. |
Edit passenger name |
Permits the user to edit passenger name in travel file. |
Remove passenger from travel file |
Permits the user to remove passenger from travel file. |
Edit frequent flyer PIN code |
Permits the user to edit the PIN (Personal Identification Number) code of a customer's frequent flyer card. |
Change name of branch and user in travel file |
Permits the user to change the branch and user assigned to a travel file. A branch can only be changed for travel files with no financial activity. |
View net price of transaction |
Permits the user to view:
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Edit net price of transaction |
Permits the user to perform the following actions in the transaction:
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Edit selling price of transaction |
Permits the user to edit the selling price of a transaction. Please note: When this option is selected, and the previous two options are not, in the reservations system, in the accounting tab in a transaction, the markup field is greyed out, but the Change M/U link is active. |
Access general info |
Permits the user to access the General Info page in travel files. |
Permits the user to unite identical passengers in the Reservation System in order to avoid redundancy. |
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Create travel file for travel agent/corporate client with exceeded credit limit |
Permits the user to create a travel file for a travel agent/corporate client who has exceeded the credit limit defined in the travel agent/corporate client account and to issue a credit invoice for the travel file. |
Issue voucher for reservation when no payment received |
Permits the user to issue a voucher for a reservation when no payment has yet been received. |
Edit option date of travel file |
Permits the user to edit the option date of a travel file. |
Edit travel file status |
Permits the user to edit the status of a travel file. |
Close travel file |
Permits the user to close a travel file and issue a general reduction for the travel file. |
Re-open closed travel file |
Permits the user to re-open a closed travel file. |
Increase commission/reduction defined in the Commission/Reduction Definitions module |
Permits the user to increase the commission defined for an agent in the Commission/Reduction Definitions module. The ability to increase the commission applies to both a transaction and an invoice. |
Edit automatic transaction fees |
Permits the user to edit, delete and issue tax invoices for automatic transaction fees in the travel file. When deleting a transaction fee with a tax invoice, the tax invoice is automatically deleted, regardless of whether the user has the permit Cancel Tax Invoice. |
Create and edit manual transaction fees |
Permits the user to add, edit, delete and issue transaction fees for manual transaction fees in the travel file. When deleting a transaction fee with a tax invoice, the tax invoice is automatically deleted, regardless of whether the user has the permit Cancel Tax Invoice. |
Override minimum night allocation restriction |
Permits the user to create a hotel travel file with OK status for hotel (based on allocation) whose defined Minimum nights stay in the Edit Allocations window of the contract is more than the number of nights in the hotel query. |
Allow to remove travel file from queue |
Permits the user to remove a travel file from a queue accessible to all users in the company. Regardless of this permit:
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Change travel file currency |
Permits the user to change the travel file currency of a manual travel file prior to adding a service to the travel file. Once a service has been added (either from a price list or manually), the travel file currency can no longer be changed. |
Use other payment method |
Allows the user to select the Use Other Payment Method option in the booking details page. This option is used to defer payment until after travel file is created allowing payment to be collected through other means, such as cash, or check. This is in addition to the option in Website Definitions - B2E - Login Type - Employee called Allow different payment method, which also needs to be selected to enable the Use Other Payment Method field to be displayed. |
Create and edit group travel file |
Permits the user to create and edit a group travel file. |
View travel agent/corporate client balance |
Permits the user to view the travel agent/corporate client account balance in the travel file (when accessing the Account Profile page by clicking the link in the travel agent/corporate client's name in the travel file header). |
Change type of group travel files |
Permits the user to change the type of group travel files |
Display price package button in travel file |
Permits the user to use the Use Package Rate button in Hotel, Attractions and Transfer Queries. When this permit is not marked, the button will not be shown in the query.
Permits the user to use the Price Package button in travel file, when the other conditions for this button are also in effect. When this permit is not marked, the button will not be shown in travel file. |
Create travel file only after PNR is ticketed in GDS. |
This permit is applicable only if you are working with the Sabre ENS or Amadeus Queues. If this permit is selected, when importing PNRs into the system, only ticketed PNRs will create new travel files or update existing travel files attached to the user. Ticketed PNRs are PNRs in which there is a: ticketed flight, ticketed EMD, hotel reservation, or car rental reservation. Travel files will not be created from PNRs with both a hotel or car rental reservation and an unticketed flight. |
Allow to delete cancellation fee transaction |
Permits the user to delete cancellation fee general transactions in the travel file. |
Allow to overbook flights |
Permits the user to overbook seat control flights. If this permit is selected, the user will see flight classes that no longer have an availability. This will enable the user to finalize the booking resulting in the flight class changing into a negative availability. The nesting logic applies as well so if a cheaper class of travel has entered into negative availability, a lower number of seats will appear in the more expensive class. |
Allow to delete customer's information (forget me) |
Permits the user to delete all customer information from the database, including his name. |
Allow to reserve a flight for past date |
Permits the user to perform flight queries for dates earlier than today (the date range is restricted to a maximum of 7 days), and add the flights either into an existing or new travel file. NOTE: This option is only available for seat control flights (flights originating from the self-operation flight module). |
Permit Name |
Description |
Generate Travel Files report |
Permits the user to generate the Travel Files and Sales and Profit by Travel File reports in Passengers, Travel Files menu. |
Generate reports in Operation menu |
Permits the user to generate all reports in Operation menu. |
Generate reports in Travel Agent/Corporate Client menu |
Permits the user to generate all reports in Travel Agent/Corporate Client menu. |
Generate reports in Financial menu |
Permits the user to generate all reports in Financial menu. |
Generate Billing report |
Permits the user to generate Billing report in Turnover menu. |
Generate reports in Supplier Menu |
Permits the user to generate all reports in Supplier Menu. |
This expander is only displayed if the Go Global interface is activated for the B2E configuration.
Go Global has an incentive program called Piggy Points. Piggy Points are awarded for B2E reservations made by the travel company. These points can be used by the user to make private reservations.
Depending on the travel company's policy, points are either awarded individually to the user, or divided equally among all company employees.
For more information on this program, contact Go Global.
In the Go Global Definitions expander, enter the user name and password which will be sent by the system to Go Global for all reservations made in the B2E Reservations System using the interface. These credentials will be used by Go Global to authenticate the user, and add the earned Piggy Points to their account.
This expander is only displayed if the Airtour interface is activated for the B2E configuration.
Airtour has a points based incentive program. Points are awarded for B2E reservations made by the travel company. These points can be used by the user to make private reservations.
Depending on the travel company's policy, points are either awarded individually to the user, or divided equally among all company employees.
For more information on this program, contact Airtour.
In the Airtour Definitions expander, enter the clerk code which will be sent by the system to Airtour for all reservations made in the B2E Reservations System using the interface. These credentials will be used by Airtour to authenticate the user, and add the earned points to their account.
Click here for more information
on passwords.