Overview
Trip owners or agency administrators can now reassign trip ownership in Tern. This can be useful if:
You get a trip lead that you'd like to refer or hand off to another advisor
A trip comes in to your agency account that you'd like to assign to a specific agent
Ownership needs to be handed off mid planning to another advisor or agent
What does trip "ownership" mean in Tern?
Advisors and agencies can collaborate together on trips. But there is always a single "owner" for any trip in Tern. There are a few specific things that only apply to trip owners:
The trip is under their advisor brand / shows their information to clients.
By default, they own bookings created for that trip. Which means by default, they'll get commission for all planned activities - learn more about how booking ownership works.
Only their automations & workflows apply to the trip.
The trip uses their trip status & tags.
They have some additional menu options - like the ability to delete or duplicate the trip.
Only agency administrators and trip owners can manage collaborators on a trip.
There are a few trip planning tabs only available to owners as of right now (although Tern plans to support all of these tabs for collaborators in the future):
Authorization (collaborators can still see this on activities though)
Service fees
Documents
Notes
Automations
How to transfer ownership
You'll find this option on the trip overview tab, under collaboration. A few things to keep in mind:
Only trip owners or agency administrators (if the trip is shared with an agency) can transfer ownership.
If your trip is shared with an agency, you can only transfer ownership to someone within the agency.
If your trip is shared with an agency, you'll still need to add the person you want to transfer ownership to as an individual trip collaborator first.
Group trips and sub-trips within the group are handled separately. So if you transfer ownership of a group trip and would also like to transfer ownership of sub-trips, you'd do so for each sub-trip within the group.
In order to transfer the trip, you'll need to confirm what trip status it should be added to.
Since trip status is specific per advisor account, the current status may not match available statuses in the new owner's account.
Note that if the advisor you are transferring the trip to has any workflows set up, they will not be automatically applied when the trip is initially transferred. Their workflows will apply as they work on the trip / change trip status from there.
What happens when ownership transfers?
1. If you were the previous trip owner, you'll notice your permissions have been downgraded to 'collaborator access'
Jump back up to the top of this article to learn more.
2. The new trip owner will get an email
3. If an agency administrator transferred the trip from a different owner, the original owner will also get an email
4. The old trip owner will still be the owner of existing bookings
However, any new activities created will default to being owned by the new owner. And booking ownership can be transferred at any time - learn more.
5. If the trip has a unique tag name not in the new owner's account, one will be created
Since trip tags are specific to each advisor, we'll create a tag to properly carry it over. The new owner can always manage / remove the tag.
6. All trip tasks will show up in the new owner's global tasks
Note that any tasks assigned to the old trip owner will also remain in their global tasks view, but unassigned tasks will not. They can still access these tasks from the trip itself.
7. Once published, the new owner's brand will appear to clients
8. Automations with be transferred to the new trip owner, and deactivated
We do this to be safe, in case the new owner needs to edit anything about the automation based on their specific workflow / brand. They can review and reactivate any applicable automations.
9. Existing service fees will be accessible to the old owner in Stripe
The new owner can set up any of their own service fees, and access these, if needed.
10. For group trips, once published, the signup form will be transferred to the new owner
This means that:
The new trip owner will be notified of any new signups via the form
Their brand will appear on the form
If the previous owner had terms & conditions or the scheduler added to the form, they'll either 1) be swapped over to the new owner's T&Cs / scheduler, or 2) removed, if not set up for the new owner
