Basic CMS Guide for TravelOnly | Scribe

    Basic CMS Guide for TravelOnly

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    • 143 steps |
    • 17 minutes
    1

    Navigate to [https://admin.travelagencytribes.com/auth/login](https://admin.travelagencytribes.com/auth/login)

    2

    Log in then select your account.

    Creating Individual Agent Profile(s)

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    Go to Settings

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    Click "Manage My Team"

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    Click "+ New"

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    Complete the fields, upload a profile photo and click create

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    Then you complete all the other information after the profile has been created

    8

    Options to change several things about user and their access and interaction with your website

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    Click here.

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    Uncheck the "Receives leads" field and they will not receive leads as they are generated.

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    Create their bio description here

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    Add their address (optional) and social media links

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    Always "Save" your changes before moving to another section of the CMS.

    14

    Click this dropdown.

    15

    If an agent is no longer with your organization but could return, you can change their role to Customer. This way, you won't have to create a new user profile from scratch.

    Customer Database/Contact List

    16

    Go to Contacts

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    Here you will find the list of all the contacts in your agency's database.

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    Details such as, subscription status, agent assigned, and tags applied by action.