Set Agency Preferences and Manage Users

Set Agency Preferences and Manage Users
Sabre Vacations Quick Reference
OVERVIEW
Your site manager is the only person in your office with permission to set the agency’s preferences and manage users. Site managers
can add, edit or remove users, and lock or unlock accounts.
Note: If you are not a site manager, you do not have access to perform the steps in the sections below.
Important! Do NOT use the Manage Users feature to change or reset user passwords. If you do, you will break the single sign on
feature.
SET YOUR AGENCY’S PREFERENCES
Sabre Vacations enables you to control which vendors appear and the order they display for your entire agency. This feature is useful
if your agency works with specific vendors. You can change your selection at any time.
When you set preferences for the entire agency, agents receive the message, "Your Site Manager has configured the default settings
for your agency" under the Vendor Display heading of the User Preferences screen.
1. Click Member Services on the top menu bar. The Member Services screen displays.
2. Click Agency Preferences. The Agency Vendor Preferences screen appears.
3. Under the "Vendors to appear in order" heading, select which vendors you want to display and the order you want to display them.
Use the right and left arrows to move the vendor names between the left box and the right box. If the vendor is in the left box, it
appears in the Choose Vendor drop-down menu on the Vacation Search screen. If the vendor is in the right box, it does not
appear in the Choose Vendor drop-down menu on the Vacation Search screen.
Use the up and down arrows to change the order the vendors display in the Choose Vendor drop-down menu on the Vacation
Search screen.
4. Click Set Agency Vendors when you finish choosing your preferences. Sabre Vacations saves your preferences and the Agency
Vendor Preferences screen re-appears displaying the message "Agency Information Updated" and the Remove Agency Vendors
button appears at the bottom of the screen.
5. Click Remove Agency Vendors if you want to remove the agency vendor preferences and enable agents to fully access all
vendors.
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ADD USERS
Add users if you need to give additional users access to book vacations using your Sabre Vacations account.
1. Click Member Services at the top, right corner of the home page. The Member Services screen displays.
2. Click Manage Users. A list containing all of your agency users
appears.
3. Click Add a User.
4. Enter the User Name, First and Last Name, Position, Hire
Date, Site Manager, Agent e-mail Address, and Agent Phone
Number.
Note: The positions listed under Position do not alter the user's
access to Sabre Vacations. The position you select is only for
your information. You do not have the ability to give users site
manager access.
5. Click Add User. The window closes to return you to the Manage Users screen and the new user’s name appears in the list.
EDIT A USER INFORMATION
Change a user's personal information when a user's name, position, e-mail address, or phone number changes.
1. Click Member Services at the top, right corner of the home page. The Member Services screen appears.
2. Click Manage Users. A list containing all of your agency users displays.
Note: You can sort the user’s list by name, last login, role, or manage account information. Use the arrows next to the column
headings to sort the information in ascending or descending order.
3. Click the User Name on the record you want to modify. The Manage Users form displays.
4. Change the necessary information. If you need to undo your changes, click Cancel to return the information back to the way it was
before you changed it.
5. When you complete your changes, click Update "name." For example, "Update John Smith." The Position Record Updated
screen appears.
6. Verify that the information is correct. If the information is not correct, update the information and click Update "name" again and
repeat steps 4 - 6. If the information is correct, click View All Users to return to the user list.
Set Agency Preferences and Manage Users Quick Reference
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DELETE USERS
Delete users from Sabre Vacations if they leave your agency. Deleting users that are no longer with your agency ensures that they
cannot access your reservations from another system with Internet access.
7. Click Member Services at the top, right corner of the screen. The Member Services screen displays.
8. Click Manage Users. A list containing all of your agency users displays.
9. Click Remove Account after the user’s name you want to
delete. The screen refreshes to display a message stating the
user’s account has been removed.
Important! When an agent leaves your agency, remove their user
account immediately.
MANAGING USER ACCESS
Sabre Vacations locks user accounts for the following two reasons:
When a user tries to log in unsuccessfully more than six times
When a user has not logged into the system for more than six months
If agents forget their password or their account becomes locked, they should contact their agency’s Site Manager.
Locked accounts display an “Unlock Account” button after
the user’s name. The “Reset Password” button becomes
unavailable.
If the account is not locked, the button displays “Lock
Account”
When you click Lock Account, the screen refreshes to display a
message stating the user’s account is locked.
When you click Unlock Account, the screen refreshes to display
a message stating the user’s account is unlocked.
SETTING AGENCY HIERARCHY
Sabre Vacations enables owners/managers of host agencies to control access to their reservations/clients assests and protect the
privacy of the individual agent’s book of business.
1. Click Member Services at the top, right corner of the screen. The Member Services screen displays.
2. Click Agency Preferences and scroll down the page to find
the Secure Agent Access option.
3. Select the access level you would like to grant for your agents:
All reservations (default), Agent Reservations Only, or
Agent Specific Access.
4. Click Submit.
If you choose Agent Specific Access, then continue with steps
5, 6, and 7 to create the access by Agent.
Set Agency Preferences and Manage Users Quick Reference
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5. On the Member Services menu options, select Manage
Users. A list containing all of your agency users displays
6. Click the agent’s name to access Personal Information. On
the Agent Access option at the bottom, select All
Reservations or Agent Reservations Only.
7. Click Update.
Set Agency Preferences and Manage Users Quick Reference
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