Creating roles

Level structure

The Administrator can access the Company account + all B.U. accounts. He is also the Manager of the 1st B.U. created automatically.

The Manager has access to B.U accounts in “Write” (edit) mode.
They can create Supervisors in “Write” or “Read only” mode
mode (cannot modify anything).

N.B.: the user must first have been created in the B.U.
Confirmation of the Manager’s identity is done via a mobile phone procedure.
The Supervisor receives an email to initialize the password.

Creation of supervisors in a B.U.

Reminder: the Manager (unique) is automatically created when the BU is created. They have access to the BU in Write mode (modification).
The Manager can create Supervisors in Write or Read-only mode.
N.B.: the user must first have been created in the User Box.

1. Click on the account button
2. In the window, click on “Access the account”

3. In the “add” section

Type the Supervisor’s email.

Select the role (Write or Read)

Click on (+)

The system will ask you to confirm your identity on your phone (text, link).

The Supervisor has been added, and will receive an initialization e-mail for their password to access the Trip Keeper platform.

To delete the Supervisor, click on the (X) next to his name. After he’s been identified, the Supervisor wil be deleted from the list.

The main BU Manager, cannot be deleted.

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