Team management + roles

By System Generated · Updated Jun 10, 2026

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The Team view at Settings → Team shows everyone in your agency with access to Trips — name, role, when they joined, and when they last signed in. It is intentionally read-only. Every change — adding a teammate, changing a role, removing access, upgrading the seat plan — happens in Core, the platform's identity authority.

Why Core is the authority

Your UrTravelPro account is a single identity that can belong to several agencies, and within each agency it carries a role and a per-app access map. That model lives in Core because every other app — Books, Marketing, Compass, Trips — needs to trust it. If Trips owned its own roster, signing in to Books with the same email could surface different teammates. So Core holds the roster, the role, and the per-app entitlement, and every app projects them.

The four roles

Trips honors Core's organization roles directly. Each one means the same thing in every app:

The seat-status meter

At the top of the Team page, when your Trips plan has a seat cap, you see a meter — "3 of 5 seats used — 2 remaining" — with the plan name underneath (Trips Individual, Trips Growth, Trips Host Agency, or just Trips). The numbers come straight from Core, so they reflect your current subscription, not a stale Trips-side cache.

Last active in Trips

The Joined column shows when the person was added to your agency in Core. The Last active column is a Trips-specific number — when they last actually signed into Trips, not when they last signed into any app. A teammate who lives in Books and never opens Trips shows "Never signed in to Trips" even though they are an active member of the agency. This is the distinction that helps you spot seats you might be wasting.

Making a change — the click-through

Every change happens in Core. From the bottom of the Team page, Manage team in Core opens core.urtravelpro.com/organization/users in a new tab. From there:

  1. Add a teammate — invite by email. They get a one-time link that creates their account and joins your org. If your plan has a seat cap, the invite respects it.

  2. Change a role — click the person's row in Core. Owner / admin / member / viewer is a single dropdown.

  3. Grant Trips access to a member — same row in Core. App-access checkboxes for Trips, Books, Marketing, Compass.

  4. Remove a teammate — same row, Remove. The seat frees immediately; the local Trips user record stays for audit purposes but the person can no longer sign in to Trips.

What if Core is unreachable?

On the rare occasion Core is unreachable from Trips, the page shows an error banner — "Could not reach Core to load the team roster" — and the table renders empty. The seat-status meter silently disappears. Refresh in a moment; it almost always self-resolves before you finish reading the banner.

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