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TransferVista Documentation

Members

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Team Members are people who log in to your TransferVista admin or driver app. From Team > Members (sidebar) you can view the member list, invite new members, change roles, and remove access.

New Member form

Section titled “New Member form”

To add someone, go to Team > Members and click New Member. The modal says: “Invite a new member to your organization by entering their email and assigning a role.”

Roles in the form:

  • Managers can manage members and settings.
  • Staff can manage bookings but cannot change settings.
  • Drivers can view and operate on their assigned transfers.

Enter Role (dropdown: Manager, Staff, or Driver), Email, and Name. Then choose:

  • Add and Send Invite – Sends an email invitation; the member signs in via the link.
  • Add without Invite – Adds the member without sending an email (e.g. you will share credentials another way).

New Member modal — Role, Email, Name; Add and Send Invite, Add without Invite

Roles reference

Section titled “Roles reference”
RoleTypical access
OwnerFull access: settings, billing, all bookings, team, and catalog. (The account owner; not added via New Member.)
ManagerCan manage members and settings.
StaffCan manage bookings but cannot change settings.
DriverDriver app only: view and operate on assigned transfers. No admin panel. See Driver Experience.

Exact permissions can vary by your plan. You can change a member’s role or remove a member’s access at any time from the member list.

Section titled “Related pages”