Get Started
Tailor-Made Itineraries
Tour & Cruise Itineraries
FIT Package Itineraries
Role Guides
Kaptio Admin
Supplier Contracting
Product Design/Build
Product Content
Training Manager
Data Experts
Developers
Kaptio Platform Architecture
Architecture Overview
Development Guidelines
Functional Decomposition
Platform FAQ
New to Salesforce?
Security & Compliance
Manage your Environments
Data Import & Export
Global Platform Setup
Getting Started with Core Configuration
Manage Global Settings
Configure Channels
Managing Users, Roles & Access
Understanding Your Sample Data
PIM: Supplier Contracting
Managing Suppliers
Setup Locations
Managing Services
Configure Prices
Bulk Import Service Data
Manage Inventory
Promotion & Discount Setup
PIM: Tour & Package Design
Getting Started with Packages
Understanding Departure Types
Manage Package Pricing
Setup Package Content
Configure Package Defaulting
CRM Module
Customizing Kaptio Travel
Manage Account Record Types
Ensuring proper user management is crucial for your team to utilize the system effectively and securely. This guide will walk you through the core steps required for proper user management.
Creating and Setting Up Users
Begin by understanding the process of creating specific user roles and setting them up:
- How to Create a Kaptio Standard Sales User
- User Setup
Understanding Profiles, Permissions, and Roles
Next, familiarize yourself with the concepts of profiles, permissions, and roles:
- How to Create Profiles and Permission Sets
- Profiles, Permission Sets, Custom Permissions, and Roles
- How to Create a Role Hierarchy
Managing Data Access and Security
Lastly, understand and implement the best practices for data access and security:
- Security & Access
- Data Access Concepts
- Data Management
- How to Use User Overrides in Kaptio Travel
With these resources, you'll be well-equipped to manage users, define roles, and control access securely within Kaptio Travel. Happy onboarding!
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