Maurice
7.0 KiB
Trip Members and Sharing
Opening the Members Panel
- From the trip planner: click the Share button in the top navigation bar.
- On mobile: open the trip, then More → Share Trip.
When you have the share_manage permission the modal opens to a two-column layout on wider screens (members on the left, share link on the right). Without that permission only the members column is shown. On narrow screens the columns always stack.
Members List
The left column lists everyone who has access to the trip.
- The trip owner is marked with a crown badge.
- Your own entry is labeled (you).
- A remove button appears on your own row, and on every non-owner row if you have the
member_managepermission.
Inviting Members
If you have the member_manage permission (default: trip owner), an invite control appears above the list. Select a user from the searchable dropdown and click Invite. The user is looked up by username or email on the server, added immediately, and the list refreshes. The invited user also receives an in-app notification.
Removing a Member
Click the remove icon next to any member's name. A confirmation prompt appears before the member is removed.
If you click the remove icon next to your own name, the action is labeled Leave trip and uses a "log out" icon. Leaving reloads the page and returns you to the dashboard.
The trip owner cannot be removed through this panel.
Transferring Ownership
Only the current owner sees a crown button next to each non-owner member. Click it and confirm the prompt — that member becomes the trip owner, you drop to a regular member, and the page reloads so the new permissions take effect everywhere.
Guests are never listed among the members, and the server refuses to hand ownership to one.
Guest Members
Not everyone on a trip has — or wants — a TREK account. Guests let you add travel companions by name only, so you can assign them to costs, packing and tasks just like a real member, without creating a login for them.
Guests appear in their own Guests section below the members list, each with a Guest badge:
People without an account. They can be assigned to costs, packing and tasks, but cannot sign in.
Adding a guest
Only the trip owner can manage guests (this is stricter than inviting members, which uses the member_manage permission). In the owner's view, the Guests section has a Guest name field and an Add guest button — type a name and click Add. A guest has a display name only: no email, no password, and no way to sign in.
Other members see the Guests section too (when guests exist) but cannot add, rename or remove them.
Two guests may share the same name — TREK stores the name you type as-is and keeps the two apart by their internal id, so assignments never get confused. A guest name may be at most 50 characters.
What a guest can be assigned to
Once added, a guest can be picked anywhere a member can:
- Costs — added to expense splits (see Budget-Tracking).
- Packing — assigned to packing items and categories (see Packing-Lists).
- To-dos — set as a task assignee.
- Day plan — added as a participant on activities and places.
What a guest can never do
Guests are firmly scoped to the one trip. A guest can never:
- sign in (they have no credentials — password, SSO and password-reset all ignore guest accounts);
- receive notifications (no email and no in-app notifications are ever sent to a guest);
- appear anywhere outside the trip (they are excluded from the global user directory, the admin user list, invite pickers, and search);
- be made the trip owner.
These limits are enforced on the server, not just hidden in the UI.
Renaming and removing
In the owner's Guests section, each guest row has a Rename (pencil) and a Remove access (trash) button. Removing a guest is destructive and cascading:
Remove this guest? Their assignments and cost shares will be removed too.
There is no limit on the number of guests per trip.
AI / MCP: an assistant can do all three (
create_trip_guest,rename_trip_guest,delete_trip_guest) and is held to the same owner-only rule. See MCP-Tools-and-Resources.
Public Share Link
The right column is only visible to users with the share_manage permission (default: trip owner).
A share link creates a read-only, token-based URL:
<your-instance>/shared/<token>
Viewers do not need to log in. The link can be shared with anyone.
Creating a Link
Click Create link in the Public Link section. A URL is generated and shown with a copy button.
Permission Toggles
Before or after creating the link, you can control what the link exposes. Toggle each section on or off with the pill buttons:
| Toggle | Default | What it shows |
|---|---|---|
| Map & Plan | Always on | Trip map, the day plan (days, activities, day notes) and the place list — cannot be disabled |
| Bookings | On | Reservations and accommodations |
| Packing | Off | Packing list |
| Costs | Off | Costs tab |
| Chat | Off | Read-only view of the trip chat (collab notes and polls are never shared) |
Changes to toggles take effect immediately for an existing link.
Deleting a Link
Click Delete link (red button below the URL) to revoke access. The token is invalidated; anyone who opens the old URL now sees Link expired or invalid.
Trip Invite Link
Below the public share link, users with the share_manage permission can also create a trip invite link — a single rotating link that lets people join the trip as members:
<your-instance>/join/<token>
Unlike the read-only share link, this one is not anonymous:
- Whoever opens it must have a TREK account and be signed in. If they are not, they are sent to the login page and returned to the invite afterwards — there is no registration from this link.
- Opening it while signed in shows a confirmation card naming the trip. Clicking Join trip adds you as a member (the same access a manually-added member gets) and opens the trip. The owner and existing members see the same card and are simply taken to the trip when they accept.
- To invite people who do not yet have an account, use an admin invite link with an optional trip binding instead — see Invite-Links.
Creating and revoking
- Click Create invite link to generate the link, then copy it with the copy button.
- Click Regenerate to rotate the token — the previous link stops working immediately.
- Click Disable to remove the link entirely.
Admin: To invite users who do not yet have an account, create invite links in the admin panel. See Invite-Links.