Team and multiple agencies

One account, your agencies, your team

The organization brings headquarters and branches into the same account, each agency with its own data. Every person on the team has their own login and role, and the owner knows who did what.

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Straight to the point

What OnWay's team and agency management is

It is the part of the system that organizes who works and where. The organization is the group's account: it can have one or several agencies, such as headquarters and branches, each with its own separate passengers, trips and finances.

Inside each agency, every person has their own login. When it is time to invite someone, you create the access and send the link: the person sets their own password and signs in with the role you chose for them.

The role defines what each person can see and do. The salesperson sells and looks after their customers without opening the finances. Finance handles payments and reports without touching settings. And it is all recorded in the audit trail.

The scene that repeats itself

Before getting organized, this is how it hurts

If your operation still runs like this, you have already paid that price.

One login for everyone

The same username and password going around the team's group chat. When something goes missing or changes, nobody knows who touched it.

Verbal permission

"Don't touch the finances, okay?" said in the hallway. In practice, everyone opens everything, because the system does not separate.

Each branch in its own spreadsheet

Headquarters and branches in separate files, with no consolidated view. The owner adds it all up by hand to know how the group is doing.

Organization

Headquarters and branches in the same account

Each agency operates with its own data. The owner follows the whole.

One organization, several agencies

The group comes in as one organization and registers each agency: headquarters, branch, new unit. Each one has its own passengers, trips, documents and finances.

Group-wide and per-unit view

The organization's owner follows the group's indicators and can work within each agency's scope. Operational data stays associated with the corresponding agency.

Scope defined per person

One access can cover every agency in the organization or be limited to just one. Role and scope are set separately under Team > Access.

In practice

Create the access and share the link

The manager registers the person and picks the agency and the role. The system shows a first-access link to share.

1Register the personIdentify who will use the system with their own name and email.

2Choose agency and roleDefine where the person can work and which areas they can view or change.

3Share the linkCopy the first-access link and send it through a channel agreed with the team.

4Adjust whenever neededIn the access list, change a member's role, agency or status.

Roles and permissions

Role and scope are two different choices

The role determines which actions are available. The scope defines whether the person works across the whole organization or in one specific agency. The roles below are the starting points; organization administrators can create custom roles.

Organization ownerAccount holder

Access to every organization permission, including team management and settings reserved for the account holder.

AdministratorDay-to-day management

Broad permissions to run operations and access, except actions reserved for the account holder, such as subscription and transfer.

FinanceAccounts and monitoring

Access to the finance and reporting areas, plus the view permissions needed to follow operations.

AgentSales and relationships

Permissions to work with trips, passengers, bookings and CRM. The default role does not include finance permissions.

ViewerRead-only

Read permissions to follow the information without changing records.

CustomTailored to your operation

The organization administrator chooses the new role's permissions and decides who to assign it to.

Role names are starting points. The exact list of actions comes from the permissions available in the system, and a person's scope also limits the data they can access.

Visual prototype of roles and permissions, fictional data; not a screenshot of the real app. — Conceptual visual prototype with fictional data; it summarizes the model without granting, revoking or validating real access.

Management area

What the organization owner finds

In the app, the manager uses the Team > Access area to manage people, roles and the scope of each access. The organization view brings the group's agencies together; each agency keeps its own operation.

01AgenciesSelect the unit and follow its operation. 02Team and accessCreate, adjust or suspend an individual access. 03Roles and permissionsUnderstand default roles and custom roles. 04InsightsRead revenue, bookings, occupancy and other operation signals.

Trust

Nobody sees what is not theirs

Real separation, in the database, and a record of what was done.

Per-agency isolation

Someone from one agency cannot access another agency's data. Not passengers, not trips, not finances. The separation holds in the database, not just on the screen.

Audit trail

Access and sensitive actions are recorded. The owner knows who entered the system and what was done, without having to ask.

Trip staff

Driver, guide and coordinator go in the Staff tab of each trip, with per diems in the transparent finance breakdown.

The team is one part of the system

What else OnWay solves

All features

Bookings, finances, contracts, CRM and Teia. See the full system on the home page.

How the cycle works

Understand the logic behind OnWay: lead capture, demand, decision, trip and loyalty.

Documentation

The step-by-step for registering the team, creating access and setting up permissions.

Questions

Questions about team and agencies

How do I invite a team member to OnWay?

On the team screen you create the access and get a link to send to the person, who sets their own password. The system does not send an automatic email.

Which roles exist in OnWay?

Owner, admin, finance, agent and read-only, each with its own set of permissions. You can also create a custom role with whatever permissions the agency wants.

Can the salesperson see the agency's finances?

No, if their role does not include finance. Each role unlocks only what the person needs: the agent sells and looks after their customers without opening payments and reports.

Can one OnWay account have more than one agency?

Yes. The organization brings headquarters and branches into the same account, each agency with its own data, and the owner follows the whole with a balance per agency.

Can one agency see another agency's data?

No. Isolation is per organization and per agency: someone from one agency cannot access another agency's data, and the system records access in an audit trail.

Can I know who did what in the system?

Yes. Access and sensitive actions are recorded in the audit trail, so the owner knows who signed in and what was done.

Organize your team and your agencies in OnWay

Message us on WhatsApp and we will show you the team screen, the roles and the per-agency view using your own examples.

I want to organize my team See how OnWay works