Staff Traveler vs. Regular Traveler

Advisors often include themselves in their clients' itineraries for easy reference within the app. However, to maintain a clean and professional presentation for your clients, it's essential to distinguish your profile as a Staff Traveler. This article outlines what a Staff Traveler is and provides instructions for setting it up.

What is a Staff Traveler

A Staff Traveler functions similarly to a regular traveler when added to an itinerary. They will have access to the trip in the app and receive messages and flight notifications. However, their name will not appear in the "Itinerary For" field in the EDIT ITINERARY BOX.

How to Set Up a Staff Traveler Profile

To set up your profile as a Staff Traveler, click on your traveler box and check the "Staff Traveler" option in the bottom-left corner of the Edit Traveler pop-up window.

You can also designate a profile as a Staff Traveler when creating it for the first time.

You can identify a Staff Traveler by the "person inside a circle" symbol before its name. Additionally, once marked as a Staff Traveler, your name will no longer appear in the "Itinerary For" field.

Another Option: Enter Names Manually in the "Itinerary For" Field

To prevent your name from displaying on the itinerary web view and pdf, use the Edit Itinerary (Gear icon) to open the itinerary level window. In the "Itinerary For" field, enter the traveler names just as you would like them to appear on the itinerary's pdf and web view (i.e. remove your name from this field if it displays).

Instead of allowing the regular traveler profiles (William James and Rosa James) to populate, you could delete the names and add something else: The James Family.

Common Issues and Solutions

• Crashing App Issue

  The Axus Travel App was designed specifically for travelers and isn’t built to handle many current and future trips simultaneously. Having too many itineraries in the app can impact its performance.

  The number of itineraries that can be loaded at the same time depends on several factors. When the app gets overloaded, new itineraries might not load, and opening existing ones could cause it to crash.

  To help avoid this, we recommend advisors add themselves as Staff Travelers only to trips that are currently traveling.

  If currently traveling trips aren’t enough, if the advisor has too many simultaneous trips, or if you don’t want to risk crashing the app, Advisor View is the ultimate solution. It provides access to all itineraries in one convenient location and can be saved as a shortcut on your phone, functioning like an app. This allows advisors to stay organized without affecting the app’s performance.

  Refer to the following articles to learn how Advisor View can be your ally:

  • Advisor View on Mobile
  • Understanding the Difference Between AXUS Website and AXUS App Logins
    (Jump to section: Managing Trips: Advisor View vs. App)