---
title: Invite Agents to Finalise and Send Itineraries Using the Agent Portal
description: Learn about one of the user types – agents
---

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1. [TripCreator Help Articles](https://articles.tripcreator.com/en?hsLang=en)
2. [B2B Agent Portal](https://articles.tripcreator.com/en/b2b-agent-portal?hsLang=en)

# Invite Agents to Finalise and Send Itineraries Using the Agent Portal

## Learn how to invite agents and share proposals through the Agent Portal, where they can customise pricing, apply branding, and send the finalised version to their customer.

Agents are external users with limited access to your TripCreator account. Their role is to **sell your itineraries to end customers**. Through the Agent Portal, agents can:

- Review itineraries
- Add their own branding
- Add markup
- Share the itinerary directly with their customers

### **How to Invite an Agent to Your Account**

1. Go to **CRM \> Contacts**, then click **New Contact**.
2. Fill in the agent’s details and click **Save**.
3. Reopen the contact and scroll to the bottom of the page.
4. Click **Add as Agent**.
5. The agent will receive an **invitation email** with a sign-up link.
6. Once they complete registration, you’ll be able to **share itineraries** with them directly.

📘 Learn how to **send itineraries to agents** via the Agent Portal [here](https://articles.tripcreator.com/en/invite-agents#https://articles.tripcreator.com/en/sending-itineraries-to-agents).

💡 Detailed **step-by-step instructions for agents** are available [here](https://articles.tripcreator.com/en/agent-portal?hsLang=en).

[![](https://articles.tripcreator.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio658456417ce985800fe4c1d8e6e625c58Screenshot+2023-01-24+at+13.41.47-4.png)](https://downloads.intercomcdn.com/i/o/658456417/ce985800fe4c1d8e6e625c58/Screenshot+2023-01-24+at+13.41.47.png)[![](https://articles.tripcreator.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio22772111449d139026919c6e8fcfa20b7Screenshot+2020-07-16+at+16.58.43-4.png)](https://downloads.intercomcdn.com/i/o/227721114/49d139026919c6e8fcfa20b7/Screenshot+2020-07-16+at+16.58.43.png)

 

 

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