Transferring a Trip

Transferring a Trip

Advisors can transfer the ownership of a Trip created in another user’s account within the same Company to their account.  This feature is helpful for taking ownership of a Trip from an advisor that is no longer active within the company.

From Company Trips, search for and select the trip you want to transfer to your account.



Select Settings from the left navigation menu, click the Options icon to the right of the Trip name and dates, and select Transfer Trip.



When prompted to transfer this Trip to your user, select Transfer and wait for the "Success" message.



The Trip will now appear under My Trips on your Dashboard.
Once a trip has been transferred to your account, you MUST REPUBLISH the trip for your contact details to appear on the itinerary views (PDF, Web, and Mobile).
    Umapped Announcement
    June 5, 2025

    Umapped to be discontinued on October 8, 2025

    After careful consideration, we have made the decision to discontinue the Umapped platform.

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    Please review our FAQ Page (https://umapped.com/faq) for detailed information about the service discontinuation.