If you handle administrative tasks — user invitations, organization settings, branding, integrations and performance monitoring — this guide is your map of the admin processes.
TODO: Add overview image
Users and Teams
Invite team members and assign roles (Admin, Sales, Reservation, Operations, Data Operator, Accounts) from Organization > Users. Practice:
- Invite a new user and assign a role.
- Review a user’s details page — status, 2FA, password age.
- Try the admin controls: password reset, temporary disable, 2FA enforcement.
- 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.
TODO: Add image for Users and Teams
Read Users, Roles and Teams and Account Security for the security policies your team will encounter.
Organization Profile and Branding
- Set up contact and billing addresses — primary first, then destination-wise.
- Add bank accounts with currencies for invoices and vouchers.
- Configure brands with Multi-Branding if you operate multiple identities, including trip ID prefixes per brand.
TODO: Add image for Organization Profile and Branding
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.
TODO: Add image for Templates
Also manage the shared repositories: Terms & Conditions, inclusion/exclusion presets and payment preferences.
Integrations
Connect your website forms, Meta Ads and Google Ads so leads flow directly into Trip Plan Requests, then configure auto-distribution rules. Read Lead Integrations.
TODO: Add image for Integrations
Currencies and Taxes
If you sell internationally, configure master exchange rates, currency formatting and tax types.
TODO: Add image for Currencies and Taxes
Reports and Monitoring
Build a weekly monitoring routine:
- Sales Reports — team, destination and source performance with custom column presets
- Profit and Checkout Reports — actual profitability of completed trips
- Operational Reports — operations volume and hotel check-ins/outs
- Report download monitoring — who downloaded what, with which filters
TODO: Add image for Reports and Monitoring
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.