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Managing User Accounts

This article describes managing user accounts.

Updated over 8 months ago

User Requirements: The authenticated user must be an administrator of your workspace to take the actions listed below.

Adding Additional Collaborators

After signing into the Tripgrid workspace as an administrator, click the settings button on the left sidebar to open the settings page.

Find the "Billable Users" table and click the "Invite Travel Planner" button at the top right of the table.

Enter the new collaborator's first name, last name, and email address, and click "Send Invite."

After sending the invitation, the new collaborator will receive an automated message containing a link to accept the Tripgrid Terms of Service and Privacy Policy before allowing them to log in to the workspace.

Managing Access & Permissions

You will see a button group with different actions on the right side of the "Billable Users" table.

  • Resend collaborator invitations to the Tripgrid workspace

  • Delegate/remove administrator privileges to another user

  • Disable/enable a collaborator-level account.

  • Delete a collaborator-level account.

Disabled collaborators cannot log in to the Tripgrid workspace. Disabling might be applied for an employee who is on leave but will be returning later. This allows their account to be persisted for future use rather than deleted.

Administrators can't disable/delete another administrator account directly. To do so, they must first remove administrator privileges from the account. The authenticated administrator cannot remove administrator privileges to ensure one administrator is always present on the Tripgrid workspace.

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