Agents are field staff who lead trips on the ground. They sign in to their
own dashboard at /leader and see only the trips they've been assigned
to. Once assigned, an agent can fully edit the trip —
details, itinerary, travellers, updates, and incident reports.
ℹinfo
Before you can assign an agent, they need an account with the Agent role. Add them from Settings → Users first. See Manage your team.
How to assign an agent to a trip
- Open the trip from the dashboard.
- Click Manage agents in the trip overview.
- You'll see a list of your agency's agent-role staff.
- Click Assign next to an agent's name.
The agent immediately sees the trip in their dashboard. You can assign multiple agents to the same trip, and unassign them at any time.
What agents can do
- See and edit their assigned trips (details, itinerary, travellers)
- Post text and photo updates
- Check in itinerary items
- File incident reports
What agents cannot do
- Create new trips (each trip consumes a paid credit)
- See trips they haven't been assigned to
- Manage which agents are assigned to a trip
- Buy credits or access billing
- Access settings or integrations