Agent Interface: This is what your users will see. Users can create, edit, and update information related to the Back-End system (Bookings, Contacts, Trips, Transactions, etc).
Traveler Interface: This is what your travelers will see. Travelers can view, self-manage, and edit data related to the Client facing applications (Trip Page, Online Booking Engine, My Profile).
Your administrator can follow these steps to add a new user:
Click on the hamburger nav (top right) to open up the side navigation
Click on Users in the purple sidebar that opens on the right
Click Create (top right)
In the Create User pop up modal
Add First Name
Add Middle Name (optional)
Add Last Name
Assign that user a security role (see roles and permissions to determine correct role for new user)
Once created, that user will receive a Welcome email from Groupdesk and a link to set their password
If the desired email address is already in use, you should search Users or Contacts for the existing record. If you are looking to upgrading that user (for example, from Trip Planner, to Trip Planner and User), follow these steps:
Open the Contact Record
In the Contact Record Overview module, under Type
Click Type + and add Type Staff
Do a new User search for the contact email
Open the User Record
In the User Record Overview module, change the Security Role * to the desired role
Suggestion: Limit Administrator users
You may encounter display issues and slower performance if you use other browsers (Ie: Safari, Netscape)
Please try these steps before contacting Groupdesk:
Hard refresh your webpage
Use Google Chrome as your web browser
Ensure you have Third Party Cookies enabled in your chrome settings. Go to chrome://settings/content/cookies in your Chrome address bar and set the Block third-party cookies toggle to false
Make sure you are using the correct email for your Groupdesk login
Make sure you are logging in to the Agent Interface and not the Traveler Interface
Your Agent Interface url will typically be something like: companyname.groupdesk.io
Have another active user double check that you did not use your Groupdesk account email to attempt a test booking on the Traveler Interface (this will kick you out of your Agent Interface account because it thinks you are a traveler who should not have access to the Agent Interface)
If this happened, you need your Groupdesk Admin to edit the booking you created so that the email is an alias of your Groupdesk login instead of identical.
ie: if your Groupdesk login uses email@example.com, your alias needs to be firstname.lastname@example.org, or email@example.com, etc…
Ensure you have disabled Samesite by Default cookies
In the URL bar, enter Chrome://flags
Search for Samesite
Disable the following: Samesite by default cookies and Cookies without SameSite must be secure (see photo example below).
Click Relaunch and attempt to log in again
If the steps above do not help, please submit a request through Intercom on Groupdesk.io
Click Forgot Password?
Enter email associated with your Groupdesk account
Click Reset Password
Follow the prompts in the email
Have an Administrator user view your user record
Select Users from the search drop-down list
Enter name of desired user
From the list view, click reset password
Hard refresh their webpage
Make sure they are using the correct email associated with their Groupdesk account
Make sure they are logging in via the correct Traveler Interface url
Your Traveler Interface url will be a subdomain of your main site ie: my.companyname.com, or travel.companyname.com
Check that their contact record actually has a booking record associated with it
Check that they did not make multiple bookings by accident
Password reset emails can only triggered using the following processes:
Click Forgot your password?
Forgot your password?
Enter the traveller email address
Open desired Contact record
Click Reset Passowrd (found in the Overview module under the contact name)
In the Reset Password window select the appropriate Brand record by using the search box available
Click Send Email
Click Forgot Password? on the login page. This will send the email associated with your Groupdesk account an email to reset your password. OR
Have an Admin user view your user
Hamburger nav > users > search
On the list level, or on the user level, click reset password. This will send the email associated with your Groupdesk account an email to reset your password.
Some transactions may take up to 24-48 hours to appear on a travelers booking record and/or My Profile, however, most transactions show up within a few moments. Your traveler should also get an email confirmation of their transaction.
If the traveler cannot see their transaction after 48 hours, please contact us via Intercom with the Booking Record and expected transaction details.
Karma.io was an early version of Groupdesk developed specifically for a family of travel brands. As the travel technology grew and evolved, so did the product. Groupdesk became an independent company, began operating as a technology startup, gained new clients, and grew the team. Groupdesk is now the world’s best group travel management software for selling, managing, and growing your travel business.
Yes! We offer additional BPO services for processes such as:
Our service is able to learn your processes and alleviate administrative tasks within a reasonable time frame. If you are interested in adding these services for any or all of the processes above, please reach out to your Groupdesk contact or firstname.lastname@example.org
Please contact Janice at email@example.com
Our Traveler Interface works on mobile and is continually being updated for the best experience.
Our Agent Interface is best used on desktop, but does function on mobile.
Contact us through Intercom via your “company.groupdesk.io” page or on groupdesk.io (the chat circle in bottom right of that page) and we’ll get back to you as soon as possible.
If Groupdesk is down, or the Intercom link is not showing, go to groupdesk.io and submit your request on the Intercom bubble there.
If you are unable to access Intercom across any platform, please send an email to firstname.lastname@example.org.