Account & users
What is the difference between main login, secondary login, agent, and instructor/resource?
On an Activiteez account (school, agency, organization…), several people can work with their own user account. Depending on their role, they manage the whole account, only part of it, or act from their own workspace. Here are the four most common profiles.
Main login
This is the holder of the organization’s Activiteez account: the one who subscribes to the plan and configures the workspace. They have full rights — scheduling, bookings, customers, finances, preferences, reports, etc. — with no restriction. They add and configure secondary logins, agents, and instructors/resources.
On a Go account, only the main login can be used: secondary logins have no access. On Pro and Business, the other roles below are available according to what the main login grants them.
Secondary login
Internal staff member (front desk, admin, accounting, management…). Added under Preferences → Secondary logins (first tab) and signs in with their own Activiteez user account to access the same workspace as the main login — but with limited rights, set line by line by the main login.
For each secondary login, you can configure four access blocks:
| Block | Options |
|---|---|
| Scheduling | No access · Booking (book only) · Schedule, Book (schedule and book) |
| Finances | No access · Read · Read and write · Accounting (accounting and refunds) |
| Customers | Read · Read, edit · Read, edit, create |
| Preferences | No access · Reports only · Administration (account settings) |
A secondary login only sees and can do what is enabled for them: front desk may have booking only, accounting may have finances in Accounting mode, a manager may have reports without changing preferences. Only the main login can change these rights and has full access by default.
Agent
External account (or partner) designated to place bookings on your activities — reseller, tourist office, hotel, another organization… They do not run your account: they book on activities you open in partner/agent mode.
Requirements:
- the person has an Activiteez user account (agent / Go agent account);
- they accept being your agent in their preferences;
- each activity must allow registration in partner mode.
You can limit an agent to certain activity categories, or allow them to create activities from your templates. See Partners & agents and the guide Designate a partner or booking agent.
Instructor / resource
Person assigned on the schedule (instructor, guide, vehicle, room…). They work from their own Activiteez account (free): view assigned activities, see registration details, set availability and unavailability.
For your organization to see their free slots, the instructor must designate you as their agent on their profile (shared scheduling between accounts). This is neither a secondary login nor a booking agent: they do not configure your account and do not sell on your behalf.
In short: the main login has full rights; the secondary login works in your workspace with targeted permissions; the agent books for you; the instructor/resource manages their schedule and availability.
