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Agency Knowledge Base

Step-by-Step Guides & Tutorials

Master every aspect of TravelOnClick with in-depth operational breakdowns, security best practices, and role-based workflows.

Featured In-Depth Guide
Step 1User Management & Security6 min read

Complete Guide to User Roles & Permissions

Understand how role-based access control (RBAC) safeguards your travel agency operations, isolates financial metrics, and ensures each team member has the exact permissions required for their daily workflow.

Last Updated: August 2026•By TravelOnClick Team
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1

User Management & Role Permissions

Learn how to configure administrator, manager, agent, and viewer roles to maintain agency security.

Step 16 min read

Complete Guide to User Roles & Permissions

Understand how role-based access control (RBAC) safeguards your travel agency operations, isolates financial metrics, and ensures each team member has the exact permissions required for their daily workflow.

Read Article
2

Getting Started & Agency Setup

Setting up your agency profile, multi-branch addresses, operating currency, and document prefixes.

More guides for Getting Started & Agency Setup are currently being authored.

3

Travel Bookings & Contracts

Creating customer itineraries, managing service line items, and tracking gross profit margins.

More guides for Travel Bookings & Contracts are currently being authored.

4

Financials, Payments & Reporting

Handling customer receipts, supplier disbursements, receivables ledgers, and profit & loss statements.

More guides for Financials, Payments & Reporting are currently being authored.

5

Public Agency Storefront

Publishing your agency page, services catalog, regional branch contacts, and inquiry capturing.

More guides for Public Agency Storefront are currently being authored.

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