---
title: Administration and Reports | Software Training
description: Training overview of users, teams, templates, integrations and reports for admins.
---

# Administration and Reports

Training overview of users, teams, templates, integrations and reports for admins.

If you handle administrative tasks — user invitations, organization settings, branding, integrations and performance monitoring — this guide is your map of the admin processes.

## Users and Teams

Invite team members and assign roles (Admin, Sales, Reservation, Operations, Data Operator, Accounts) from **Organization > Users**. Practice:

1. Invite a new user and assign a role.
2. Review a user's details page — status, 2FA, password age.
3. Try the admin controls: password reset, temporary disable, 2FA enforcement.
4. Create a **team** — group users by department or destination, and assign a **team manager** who gets access to the team's leads, follow-ups and reports.

Read [Users, Roles and Teams](https://sembark.com/travel-software/docs/users-and-teams.md) and [Account Security](https://sembark.com/travel-software/docs/account-security.md) for the security policies your team will encounter.

## Organization Profile and Branding

- Set up [contact and billing addresses](https://sembark.com/travel-software/docs/contact-and-billing-addresses.md) — primary first, then destination-wise.
- Add [bank accounts](https://sembark.com/travel-software/docs/bank-accounts.md) with currencies for invoices and vouchers.
- Configure brands with [Multi-Branding](https://sembark.com/travel-software/docs/multi-branding.md) if you operate multiple identities, including trip ID prefixes per brand.

## Templates

Customize how your quotes, invoices and vouchers look — fonts, sections, greetings, branded/non-branded variants — from **Organization > Repository > Templates**. Read [Quote PDF and Email Templates](https://sembark.com/travel-software/docs/quote-templates.md).

Also manage the shared repositories: [Terms & Conditions](https://sembark.com/travel-software/docs/terms-and-conditions.md), inclusion/exclusion presets and [payment preferences](https://sembark.com/travel-software/docs/payment-preferences.md).

## Integrations

Connect your website forms, Meta Ads and Google Ads so leads flow directly into [Trip Plan Requests](https://sembark.com/travel-software/docs/trip-plan-requests.md), then configure auto-distribution rules. Read [Lead Integrations](https://sembark.com/travel-software/docs/integrations.md).

## Currencies and Taxes

If you sell internationally, configure [master exchange rates, currency formatting and tax types](https://sembark.com/travel-software/docs/currencies-and-taxes.md).

## Reports and Monitoring

Build a weekly monitoring routine:

- [Sales Reports](https://sembark.com/travel-software/docs/sales-reports.md) — team, destination and source performance with custom column presets
- [Profit and Checkout Reports](https://sembark.com/travel-software/docs/profit-and-checkout-reports.md) — actual profitability of completed trips
- [Operational Reports](https://sembark.com/travel-software/docs/operational-reports.md) — operations volume and hotel check-ins/outs
- Report download monitoring — who downloaded what, with which filters

:::success Done

You now have the full admin toolkit: people, branding, templates, integrations and reports. Combine it with the role-specific guides to onboard your whole team.

:::

## Training Navigation

Current page: [Administration and Reports](https://sembark.com/travel-software/training/admin.md)

### Sales

* [Sales Overview](https://sembark.com/travel-software/training/sales.md)
* [Leads and Queries](https://sembark.com/travel-software/training/leads-and-queries.md)
* [Package Quotes](https://sembark.com/travel-software/training/package-and-quotes.md)
* [Quotation Sharing](https://sembark.com/travel-software/training/share-quotes.md)
* [Follow-ups and Amendments](https://sembark.com/travel-software/training/followups-and-amendments.md)
* [Conversion](https://sembark.com/travel-software/training/conversion.md)
* [Cancellation and Drops](https://sembark.com/travel-software/training/cancellation-and-drops.md)
* [Remaining Payment Tracking](https://sembark.com/travel-software/training/remaining-payment-tracking.md)
* [Tour Co-ordination](https://sembark.com/travel-software/training/tour-coordination.md)

### Accounting

* [Accounting and Payments](https://sembark.com/travel-software/training/accounting.md)

### Reservations

* [Hotel Reservations](https://sembark.com/travel-software/training/reservations.md)

### Tour Operations

* [Tour Operations](https://sembark.com/travel-software/training/tour-operations.md)

### Data & Administration

* [Data Management](https://sembark.com/travel-software/training/data-operator.md)
* [Administration and Reports](https://sembark.com/travel-software/training/admin.md)