Monitouring
Operator manual

Practical instructions for setting up, planning, selling, and operating trips in Monitouring.

Browse the operator manual

Start here

Get started with Operations CenterTake a trip from Draft to departureUse Dashboard and RadarVideo guides

Organization setup

Set up your organizationSet company identity and portal brandingSet editor, schedule, and writing defaultsConfigure traveler forms, legal content, and the public catalogConfigure payment providers and payment documentsConfigure automatic emailSet monitoring and notification thresholds

Create and build

Create a tripImport a trip with AIComplete trip details and residencesBuild the itineraryAdd flights and transfersAssign field staff and partners

Publish and sell

Configure and publish the traveler portalDesign the traveler pageGive and remove portal accessConfigure pricing and collect paymentsReview and approve join requestsManage travelers and roomingWork with sales and Finance

Prepare and operate

Prepare a trip for departureManage files and messagesMonitor live operations

Saved content and contacts

Reuse saved trip contentMaintain field staff, partners, and suppliers

Reference

Trip status referenceManage the tour listFix common problems

Publish and sell

Give and remove portal access

Create private trip links and traveler links, send them, and revoke them when needed.

Before you begin

  • The recipient is on the trip as a traveler, staff member, or partner

You will learn to

  • Create private trip links and traveler links
  • Send access by email
  • Revoke access

Reviewed September 2026

Open a trip → Portal or Travelers
Link Use for
Targeted trip link Private access to the trip page for one traveler, staff member, or partner
Guest trip link Private access for anyone who has the link
Traveler link Lets one traveler view or submit their own details
Account invitation Ongoing signed-in access connected to a traveler record

Hiding a trip from the catalog does not make its public page private. Use a private link when the trip must stay confidential.

  1. Open Portal.
  2. Under private links, choose A traveler on this trip, A field staff member on this trip, A partner on this trip, or Anyone with the link (Guest).
  3. Set the expiry from 1 to 365 days.
  4. Create the link and copy it.
  5. Send it directly to the recipient.

The list shows each link as Active, Expired, or Revoked, with its last use.

  1. Open Travelers and find the traveler.
  2. Select Share traveler.
  3. Set the expiry.
  4. Turn Allow multiple uses off for one-time use.
  5. Turn on Allow Read so the traveler sees saved details, and Allow Submit so they can send changes.
  6. Generate the link, copy it, and send it.
Create Share Link dialog with expiry, multiple-use, read, and submit options
Set expiry and permissions before generating the link.

Send access by email

In Travelers, select the recipients and choose Email. Choose the message topic. Operations Center sends a separate personalized email to each traveler. When you include files, each traveler receives a private link to the trip.

System → Shared Links / Access Audit lists every issued link with its status, expiry, uses, and permissions. Send recipients only the Short URL or Share URL.

Remove access

  • To stop a link, revoke it in Portal or in Shared Links / Access Audit.
  • To remove a signed-in account from a traveler, unlink the account in the traveler’s record. The traveler and trip history stay.
  • If a file should no longer be available, remove it from the trip or change its access setting.

Treat private links like passwords. Do not paste them into group chats, screenshots, or support tickets.

Only the intended people can open the trip or traveler details, and every link has an expiry.

What to do next

Continue the workflow