Managing your team and user roles

Team Overview

Xeni supports multi-user agency accounts so your entire team can access the platform with appropriate permissions. Each team member gets their own login and can be assigned a role that controls what they can see and do.

User Roles

Xeni has four built-in roles:

Owner

• Full access to everything
• Can manage billing and subscription
• Can delete the agency account
• Only one owner per account
• Can transfer ownership to another user

Admin

• Full access to bookings, reports, and settings
• Can invite and remove team members
• Can manage API keys and white label settings
• Cannot manage billing or delete the account

Agent

• Can search and book hotels, flights, and activities
• Can view and manage their own bookings
• Can create and share Deal Links
• Cannot access settings, reports, or team management

Viewer

• Read-only access to bookings and reports
• Cannot make bookings or changes
• Useful for accountants or external auditors

Inviting Team Members

1. Go to Settings → Team Management
2. Click Invite Member
3. Enter their email address
4. Select a role (Admin, Agent, or Viewer)
5. Click Send Invitation

Managing Existing Members

From the team member list, you can:

• Change role — Promote or demote a team member (e.g., Agent → Admin)
• Deactivate — Temporarily disable access without deleting the user
• Remove — Permanently remove the member and revoke all access
• View activity log — See recent actions performed by the member

Permissions Summary

Security Best Practices

• Use the principle of least privilege — Give each member only the access they need
• Review team access quarterly — Remove inactive users promptly
• Enable two-factor authentication — Recommended for Owners and Admins
• Monitor the activity log — Watch for unusual booking patterns or unauthorized access