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Create

Setting up an organization on behalf of a customer

What does creating a workspace do?

Creating a workspace sets a customer up on HolidayHero without making them go through signup themselves. You fill in their organization details and who runs it, and we create the account and hand it to that person. The workspace is attributed to you and appears in your Workspaces list.

Use it when you are onboarding a customer hands-on. If you would rather they sign themselves up, share an affiliate link instead — the result lands in the same list.

Reach the form with Create workspace on the Workspaces page.

Organization

The public details of the new workspace.

Field
Description

Workspace name

Required. The organization's name, for example the property or company name.

Country

Required. Defaults to the country on your own account.

Locale

Required. The language the workspace starts in. Defaults to your own.

Currency

Required. Defaults to EUR.

Phone

Required. A contact number for the organization.

Website

Optional. Must be a full URL, including https://.

Attribute to affiliate link

Optional. Credits the new workspace to one of your affiliate links, so it shows up in that link's numbers. Only appears once you have at least one link.

Operator

The person who will actually run the workspace.

Field
Description

First name

Required.

Last name

Required.

Email

Required. Where the invitation is sent, and the address they will sign in with.

Add me to this workspace

Optional. Also attaches you as an operator on the new workspace, using your partner email.

If that email already belongs to a HolidayHero account, the person is added to the workspace directly. If it doesn't, we send them an invitation. The confirmation message after you submit tells you which of the two happened.

Creating it

  1. Go to Overview → Workspaces.

  2. Click Create workspace.

  3. Fill in the Organization details.

  4. Fill in the Operator details, and decide whether to tick Add me to this workspace.

  5. Click Create workspace.

You land back on the workspaces list with a confirmation, and the new workspace is in it.

Get the operator's email right before you submit. It determines who receives access to the account, and you cannot correct it from the portal afterwards. {


Frequently Asked Questions

Should I tick "Add me to this workspace"?

Tick it when you are setting the account up for the customer and need to get in and configure things. Leave it unticked when you are only making the introduction. It attaches you as an operator using your partner email, which gives you admin-panel access to that workspace.

The operator never received their invitation.

Check the address you entered — a typo sends the invite into the void, and it cannot be corrected from the portal. Ask them to look in their spam folder, and contact HolidayHero if it still hasn't arrived.

Can I edit a workspace after creating it?

Not from the portal. Once it exists, the workspace belongs to its operators and is managed in the HolidayHero admin panel. Your list shows its name, type, status and creation date, and nothing else is editable here.

The form rejected my website address.

It must be a complete URL including the scheme — https://example.com, not example.com. It is optional, so you can also leave it empty.


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