Grant Access Levels

When you add a user to the Grant Access section of your account Settings, you must give that user one or more access levels. Below is a description of each access level and the different privileges associated with each one. Feel free to mix and match levels!

Access Levels
Administrator
Tabs accessed: Dashboard, Inbox, Purchases, Customers, Listings, Inventory, Reports, Settings.
  • Admin have complete access to an account.
  • Can create/modify purchases, modify listings, access financial data, control inventory, add new users, and access all settings.
Curator
Tabs accessed: Listings.
Tabs inaccessible: Dashboard, Inbox, Purchases, Customers, Inventory, Reports, Settings.
  • Can only create/modify listings. That's all! 
  • If, for example, you want your Reservationist to be able to edit Listing schedules, you could add this user as a Curator + Reservationist.
Reservationist
Tabs accessed: Dashboard, Inbox, Purchases, Customers.
Tabs inaccessible: Inventory, Reports, Settings.
  • Can create/modify bookings and view the dashboard, rosters, and customer records. 
  • Can issue refunds and adjust trip capacity.
Reservationist Lite
Tabs accessed: Dashboard, Purchases, Settings (Preferences and Languages).
Tabs inaccessible: Inbox, Customers, Inventory, Reports, Settings.
  • Can create/modify bookings but without refund privileges or ability to adjust trip capacity.
  • Can update questionnaire responses.
Guide Manager
Tabs accessed: Dashboard.
Tabs inaccessible: Inbox, Purchases, Customers, Inventory, Reports, Settings.
  • Can assign Guides to trips.
  • Can assign themselves to trips.
  • In the mobile app, Guide Managers can collect balances and mark guests as Checked In or No Shows.
Accountant
Tabs accessed: Transactions, Reports.
Tabs inaccessible: Dashboard, Inbox, Purchases, Customers, Inventory, Reports, Settings.
  •  Can view the Transactions Report (including subscription payments and Xola payouts) as well as all reports in the Reports tab (Affiliate Commissions, Analytics, Earnings Report, Payouts Report, and Gifts). 
Guide
Tabs accessed: Dashboard, Settings.
Tabs inaccessible: Inbox, Purchases, Customers, Inventory, Reports.
  • Can be assigned to trips by Guide Managers.
  • Guides can access their assigned trips and rosters in the Dashboard, which is available in List and Calendar View.
  • Guides cannot modify customer information or trip notes.
  • Guides can access the Settings tab to set language preference.
  • Guides can also access their schedules through the Xola mobile app by signing in with their user name and password.
  • To learn how to sync your Guide's Xola calendar with iCal and Google Calendar, please click the hyperlinks.


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