# Trip Members and Sharing ![Trip Members](assets/Share.png) ## Opening the Members Panel - From the **dashboard**: click the share/members icon on a trip card. - From the **trip planner**: click the Share button in the top navigation bar. 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)**. - Each non-owner member shows a remove button. ### 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. ## 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. > If two guests share a name, TREK keeps them distinct internally (the second "Anna" becomes "Anna 2"), so assignments never get confused. ### 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](Budget-Tracking)). - **Packing** — assigned to packing items and categories (see [Packing-Lists](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. ## 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**: ``` /shared/ ``` Viewers do not need to log in. The link can be shared with anyone. ### Creating a Link Click **Create share link**. 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** | Always on | Trip map with place markers — cannot be disabled | | **Bookings** | On | Reservations and accommodations | | **Packing** | Off | Packing list | | **Budget** | Off | Budget tab | | **Collab** | Off | Read-only view of notes, chat, and polls | 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 and existing viewers are redirected. ## 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**: ``` /join/ ``` 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. - Anyone who opens it while signed in is added to the trip as a **member** (the same access a manually-added member gets). The owner and existing members are simply taken straight to the trip. - To invite people who do **not** yet have an account, use an admin invite link with an optional trip binding instead — see [Invite-Links](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](Invite-Links). ## Related Pages - [Public-Share-Links](Public-Share-Links) - [Invite-Links](Invite-Links) - [Creating-a-Trip](Creating-a-Trip) - [Trip-Planner-Overview](Trip-Planner-Overview)