Introduction
ORX Travel's online portal is an essential tool for travel agents. It facilitates client engagement, commission earning, and travel management, with the added benefit of co-branding. This detailed guide will instruct you on creating travel agent portals, adding travel agents, and extending invitations to new users en masse.
Creating Agent Portals
Starting with the Agent Portal
- Log in to your ORX Travel admin dashboard.
- Select 'Manage Portals' from the navigation menu.
- Click on 'Create Portal - Agent'.
- Fill in the required fields to define the portal's parameters.
The creation of the agent portal is a crucial first step before adding travel agents. This separates the infrastructure setup from the user management, ensuring a clear organizational structure.
Assigning Admins to Agent Portals
Managing Portal Admins
- Once the agent portal is active, navigate to the 'Portal Admin' tab.
- In the 'Agent Portal' page, go to 'Manage Portals'.
- Assign an administrator by selecting a user from the existing list or invite a new admin.
- Set the admin permissions according to the role's requirements.
Congratulations on setting up a new portal for your travel agent! With the portal now in place, your agent has the capability to personalize the portal's interface, settings, and preferences to match their brand and operational style. They can efficiently manage their client base by inviting clients to the portal, overseeing travel bookings, and maintaining comprehensive client records. This dedicated dashboard becomes a powerful tool in the agent's arsenal, allowing for a tailored approach to each client's needs, preferences, and travel history, thereby enhancing the service quality and fostering stronger client relationships.
How Agents Can Invite New Users
Invitation and Bulk User Addition
With the portal ready, invite travel agents individually or in bulk via 'Manage Portal > Invite Members'. Utilize the CSV upload feature for mass invitations, enhancing administrative efficiency.
Seamless Account Management
Agents have 7 days to respond to invitations and create profiles. These profiles are then accessible under 'Dashboard > Manage Portal > View All Members', offering centralized control over user activities.
Conclusion
ORX Travel is dedicated to providing a platform that is both powerful and user-friendly for travel agents. By systematically setting up agent portals, managing user roles, and personalizing the invitation process, ORX ensures a streamlined, professional service delivery. For further guidance on utilizing ORX Travel's platform to its full potential, reach out to our support team. Together, we'll build a premium, co-branded agent portal that distinguishes your services in the travel industry.
