Add A New Consultant

How do I add a new consultant?

There is a three step process to creating a new consultant. The first is providing user access to Tourplan when creating a new staff member; the next step is to create a consultant code in each of the booking applications, and the last is binding the user to the booking applications.

 

Step 1 - Create a User

1. From the Home menu, select Home > System > Security Setup.

   1. Click the Home menu to expand it:

      

   2. Click the System menu option to expand it:

      

   3. Click Security Setup to go to the Security Setup menu:

      

2. From the Security Setup menu, select Users.

   1. Click Users to open the Users screen:

      

3. On the Users screen, if the User that you want is not already in the list, click Insert.

   

4. On the blank User Profile screen within the Details tab, enter a Login Name, Full Name, Password and Password Repeat. Complete the available contact fields.

   

5. If you are using Security levels or User Groups, insert the required Security Level and select the User Group.

   NOTE: User Groups and Security Levels do not have to be defined.

6. Open the Settings tab, click Insert.

   

7. On the Create User INI screen, select the required Module, and Setting Name from the dropdown fields. Enter values or select required options in the additional fields that display.
   

   

8. Click OK to keep the changes and save or update the entry.

   

9. Click Save to keep the changes.

   

10. Click Exit to discard any changes.

    

 

Step 2 - Create a Consultant:

1. From the Home menu, select Home > System > Code Setup.

   1. Click the Home menu to expand it:

      

   2. Click the System menu option to expand it:

      

   3. Click Code Setup to go to the Code Setup menu:

      

2. From the Code Setup menu, select Code Setup > Bookings > Consultant.

   1. Click the Code Setup Menu to expand it:

      

   2. Click the Bookings menu option to expand it:

      

   3. Click Consultant to open the Consultant screen:

      

3. If the consultant that you want is not already in the list, click Insert.

   

4. On the blank Consultant screen, enter Code and Description into the relevant fields.

   

   NOTE: A consultant code is typically two or three characters indicating the person's initials.

   This completed example shows a Consultant with code LW and Description Lorna.

   

5. Click Save to keep the changes.

   

   If you click Save, the consultant appears in the list of consultants on the Code Setup (Consultant) screen.

   

6. Click Exit to discard any changes.

   

 

Step 3 - Link the User to the Booking Application:

1. From the Code Setup menu, select Code Setup > INI Settings > FITs.

   1. Click the Code Setup menu to expand it:

      

   2. Click INI Settings to expand the INI Settings menu:

      

   3. Click FITs to open the FITs INI Settings screen:

      

2. Click Insert to add a new entry.

   

3. Select CONSULTANT as the Setting Name.
4. Type the consultant description from the previous procedure (Create a booking consultant - procedure number 4).
5. In the User ID drop-down field select the user who, when logged-in, is bound to this consultant entry.
6. Click Save to keep the changes.

   

7. Click Exit to discard any changes.