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Staff Traveler Section: Adding an Advisor’s Traveler Profile

MARKING YOURSELF AS STAFF TRAVELER WILL ONLY ALLOW FOR CURRENT AND FUTURE TRIPS TO BE VIEWED ON THE PHONE. ALL TRIPS WITH AN END DATE IN THE PAST WILL BE REMOVED FROM YOUR APP. (YOU CAN ALWAYS REFERENCE THEM ON THE AXUS WEBSITE.)

 

WHAT IS A STAFF TRAVELER

If you are a staff traveler or you add another colleague as a staff traveler, you (or your colleague) will not see past itineraries on the mobile app. An itinerary will automatically be removed from the app once it becomes a past/archived trip.

This will help free space on the app for future itineraries.

Also, your traveler name will not appear in the "Itinerary For" field in the EDIT ITINERARY BOX.

 

WHY YOU SHOULD ADD YOURSELF AS A STAFF TRAVELER

We find that many advisors like to add themselves as travelers to itineraries for a quick and easy access to clients' trips on their phones. While this is helpful, often times, advisors' apps become bogged down with dozens and dozens of past trips. Eventually, this affects the performance of the app. 

We created the STAFF TRAVELER feature to allow advisors to add themselves to itineraries, pushing them to their mobile devices. This time, once the trip has concluded, the itinerary will automatically be removed from an advisor's mobile device.

  

HOW TO ADD YOURSELF AS STAFF TRAVELER

***IF YOU DO NOT HAVE A TRAVELER PROFILE***

If you do not have a traveler profile, the system will generate one for you once you complete the following steps.

 

Go to your name in the top right corner of your account on the AXUS Website.

Select PROFILE.

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Go to the SETTINGS section and click the "Make myself a staff traveler" box.

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Click the SAVE button.

 

Go to your specific itinerary where you want to add yourself as Staff Traveler.

Click the ADD MYSELF link in the "STAFF FOR MOBILE APP" section.

(You'll find this after "Invite Colleague or Travel Agents" and before the regular "Add Travelers" section.)

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Click on your traveler profile box.

You'll see that the "Staff Traveler" box is checked.

 

***IF YOU ALREADY HAVE A TRAVELER PROFILE***

Make sure that your email address inside your traveler profile box matches the email address (on the left hand side) in your AXUS profile account.

 

TRAVELER PROFILE BOX

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AXUS PROFILE ACCOUNT

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Go to your name in the top right corner of your account on the AXUS Website.

Select PROFILE.

Go to the SETTINGS section and click the "Make myself a staff traveler" box.

Click the SAVE button.

 

Go to your specific itinerary where you want to add yourself as Staff Traveler.

Click the ADD MYSELF link in the "STAFF FOR MOBILE APP" section.

(You'll find this after "Invite Colleague or Travel Agents" and before the regular "Add Travelers" section.)

 

Click on your traveler profile box.

You'll see that the "Staff Traveler" box is checked.

 

***ADDING COLLEAGUES AS STAFF TRAVELERS***

Add other colleagues to your itinerary as Staff Traveler.

Click on the ADD STAFF link. 

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If your colleague already has a traveler profile in the system, stay on the ASSIGN TAB and look for their name in the dropdown.

 

The colleague will need to be checked as Staff Traveler to appear here.

If not, they will only show up in the regular Traveler section, not the Staff Traveler section.

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If they do not have Staff Traveler profile, you can create a Staff Traveler profile for them.

Go to the CREATE tab.

Add their First Name, Last Name, and Email Address.

Click the SAVE & ADD STAFF TRAVELER button.

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You can also see if they already have a regular Traveler profile.

Go in the Travelers tab on the top menu.

Search by Surname.

Click inside their Traveler profile details.

Check the Staff Traveler box.

Now, they are a Staff Traveler.

 

***DISTINGUISHING STAFF TRAVELERS IN TRAVELERS LIST***

Go to the TRAVELERS section located in the top menu.

Search for travelers by Surname.

On the far right, you'll see a person inside a circle. 

This is the "Staff Traveler" symbol.

In this example, Meg and Janie have "Staff Traveler" profiles.

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