Why does a travel team need roles and permissions?

Because pricing, supplier rates, and client contacts are commercially sensitive. Roles and permissions let you decide who can see them — so a new hire or a freelancer can work enquiries without seeing your net rates.

Do permissions also apply to AI assistants?

Yes. An assistant connected to Tripdocks acts as the user who connected it and is bound by that user's role, including their data scope.

Can different teams handle different WhatsApp numbers?

Yes. Each WhatsApp business number can be routed to a specific team, so new conversations on that number are visible to that team by default.

Features · Team

Team collaboration, roles & permissions

Work enquiries as a team — without everyone seeing everything.

By the Tripdocks team · Last updated September 28, 2026

Tripdocks is built for teams: leads are assigned round-robin, context travels with the enquiry, and sales hands off to reservations without leaving the enquiry view. Roles and permissions control who sees pricing, supplier rates, and client contacts.

Share the work fairly

Round-robin assignment spreads incoming leads evenly, so enquiries are picked up promptly.
Team routing for WhatsApp sends each business number's conversations to the right team.
Internal notes on a quote keep everyone on the same page.

Hand off from sales to reservations cleanly

When a quote is accepted, the enquiry moves from sales to reservations with its history intact — the conversation, the quote, and the traveller details — so nobody re-asks the client for information they already gave.

Control who sees pricing and contacts

Roles and permissions decide who can see pricing, supplier rates, and client contacts. That matters as soon as more than one person touches a booking — and it keeps your net rates yours when you add juniors, freelancers, or partner agents.

Track team performance

See how the team is doing from the same place the work happens, instead of assembling reports from spreadsheets.

AI assistants follow the same rules

When someone connects Claude or ChatGPT to Tripdocks, the assistant acts as that person and is bound by their role. Which tools a role's assistants may use is set in Roles & permissions, and admins can see and revoke every assistant connection.

Frequently asked questions

Why does a travel team need roles and permissions?: Because pricing, supplier rates, and client contacts are commercially sensitive. Roles and permissions let you decide who can see them — so a new hire or a freelancer can work enquiries without seeing your net rates.
Do permissions also apply to AI assistants?: Yes. An assistant connected to Tripdocks acts as the user who connected it and is bound by that user's role, including their data scope.
Can different teams handle different WhatsApp numbers?: Yes. Each WhatsApp business number can be routed to a specific team, so new conversations on that number are visible to that team by default.