Team & Roles

Invite staff and control what they can access.

Invite your staff to work in Ziyara together, with roles that control what each person can see and do.

Adding a team member

  1. Open Team (Users) from the settings menu.
  2. Click Create and enter the person's name and email.
  3. Choose their role.
  4. Save — they receive access to your agency.

Only the agency owner can add or remove team members.

Seats by plan

Each plan includes a number of admin seats (software licenses):

  • Free trial: 3 seats
  • Starter: 3 seats
  • Professional: 10 seats
  • Enterprise: unlimited

If you reach your seat limit, upgrade your plan to add more people.

Roles & permissions (Professional)

Every team member has a role. An Agent runs the daily work: pilgrims, groups, rooms, flights and payments. A Guide can open the panel and look, but cannot change anything.

On the Professional plan, and during the trial, the owner can also switch four things on or off for each person:

  • Payments and invoices — see and record payments, invoices, installment plans and what each pilgrim still owes.
  • Finance reports — see expenses, supplier bills, profit per group and the financial dashboard.
  • Export and download — download Excel and CSV exports, rooming lists, manifests and passport files.
  • Send messages — send reminders, campaigns and announcements to pilgrims.

So a colleague at the front desk can take payments without being able to download the pilgrim list, and a bookkeeper can see the finance reports without sending messages. Switches set on Professional keep applying if you later move to Starter.

Audit log (Professional)

The Activity Log records what your staff do inside the system, giving you an audit trail for accountability.

Next steps

Related guides

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