Great question! When setting up an agency in Tern, you get to determine the roles for each of your team members.
An Agency Owner is the first person who sets up the agency. This person has the same permissions as an Agency Admin, but they also have the ability to transfer ownership of the agency to another team member.
An Agency Admin has the ability to manage team members and access/edit billing information. They can also perform all tasks that an Agency Owner can. This is a great role for your agency bookkeeper, Virtual Assistant, or anyone that you trust within the team to manage the sales and commission details of your team.
You can set and update the roles of your agency team members by clicking on their row in the list of team members, after which this window will pop up.
An Agency Collaborator can view and edit all trips and contacts that are shared with their agency, but cannot access the agency's settings, commissions, or reporting.
An Agent is a member of your agency's team in Tern. Agents plan and manage trips on their own Tern account, without access to any agency-level details or settings. Their subscription can optionally be managed by the agency.
In your Tern settings under the Agency section > Team & Billing tab, you can determine an agent's role on the team:
