The Settings area lets you manage your agency's users, integrations, and itinerary templates.
Managers and back-office staff can access Settings. Agents do not see this area.
Users
Add staff members to your agency and choose their role. Each user signs in with their own email and sees the dashboard according to their role.
To add a user: Go to Settings → Users, click Create new user, enter their email, choose a role, and click Send invite.
Roles
| Role | What they can do |
|---|---|
| Manager | Everything — trips, users, billing, settings, integrations. |
| Back-office | Create/edit trips, manage users. Cannot buy credits or access billing/integrations. |
| Agent | See and edit only trips assigned to them. Cannot create trips, manage users, or buy credits. |
You can change a user's role or remove them at any time from the same page. Only managers can grant or change the Manager role.
See Roles and permissions for the full breakdown.
Integrations
The Settings → Integrations tab shows connected services:
- Facebook — for connecting your Facebook account
WhatsApp has its own separate top-level Settings → WhatsApp tab for connecting your WhatsApp account and pushing trip updates.
Templates
The Settings → Templates tab lets you create reusable itinerary templates — skeleton schedules you can clone into new trips to save time on repeating trip patterns.