Adding System Users (VIDEO)
How to Add a New System User in Vacation Creations CRM
In this step-by-step tutorial, we walk you through how to add and manage a new system user inside the Vacation Creations CRM. This video is perfect for agency owners and admins who need to onboard new agents, assistants, or administrators quickly and correctly.
You’ll learn how to:
- Add a new system user and assign login credentials
- Understand email and username requirements
- Enter agent details like phone numbers, birth dates, hire dates, and time zones
- Assign user roles (Administrator, Agent, or Admin Assistant) and set commission structures
- Set billing preferences and optional alias names for private sales reporting
- Assign mentors and manage agent profiles
- Configure reservation emails, marketing campaign permissions, and task notifications
- Add internal notes and disable users when needed
- View active and inactive users, search users, and export your full user list to Excel
We also cover helpful tips like allowing users to reset their own passwords, tracking agent birthdays in your dashboard, and understanding which settings apply only to agent-level users.
If you have questions about commission tiers or alternate commission structures, be sure to check out our other video dedicated to that topic.
This video is part of our Vacation Creations CRM training series, designed to help travel agencies stay organized, efficient, and confident using the system.