The Agent and Admin portals
Kindra AI has two portals. The Agent portal shows only your own customers, reservations and sales. The Admin portal shows the whole agency. Your roles decide which ones you see.
Two portals, two scopes
| Portal | Scope | Left navigation |
|---|---|---|
| Agent | Just me | Home, Customers, Reservations, Sales |
| Admin | Everyone | Admin, Team Members, Offerings, Bookings, Remittances, Payments, Sales |
On a phone the same two portals appear as Agent (Just me) and Admin (Everyone) in the bottom navigation.
Which portal you see
Your agency admin gives each team member one or more roles. Agent and Assistant open the Agent portal. Admin opens the Admin portal. An admin who also sells has both the Admin and Agent roles and can move between portals. See Team member roles.
Move between portals
- From the Agent portal, select Admin at the bottom of the left navigation. Only admins see it.
- From the Admin portal, select Back to Travel at the bottom of the left navigation. It appears when you also have the Agent portal.
If something goes wrong
"Access denied. Admin privileges required."
You opened an Admin page without the Admin role. Ask an admin at your agency to add the role on your profile. See Team member roles.
Still stuck?
Email support@kindra.ai and tell us which screen you were on and any message you saw.