How to setup access to the Corporate Portal for Companies and Travel Agents in RMS.

Overview

A Company and Travel Agent can be provided a login for the Corporate Portal to manage and create their own reservations in RMS, as well as manage documents like Contracts and Charge Back Authorities.  

A Company and Travel Agent is a business that can be added and used in RMS for Reservations, Accounts Receivable and the Corporate Portal.

The Corporate Portal enables properties to provide access to specific Companies or Travel Agents to manage their reservations.

Guide

In the side menu of RMS, go to Setup > Company.
To complete the setup for a Travel Agent, go to Setup > Travel Agent.

1. .Select 'Edit' on an existing Company or Travel Agent.
   
    
2. Navigate to the 'Portals' tab.
3. Enter an 'Online Password'.
   The 'Online Password field will be hidden when saved. 
   Click HERE for information on how to change the Password.
   Select 'Allow to make Pencil Booking' (Optional).
4. Select 'Save/Exit'.
   
    

Access

Provide the Corporate Portal URL and password to the Company or Travel Agent to enable their access.