Access the Organisation page by clicking the cog icon on the left sidebar. This is where admin users manage your organisation's configuration across seven tabs.
Each tab serves its own purpose and the relevant help file can be assessed below:
The seven Organisation tabs
Team
Add and manage your organisation's users, assign roles, and control access levels.
Settings
Configure your organisation name, financial year, sales goals, billing address, subscription plan, and optional features such as Agency management and Enquiries.
Accounting
Set up your accounting preferences and connection to your accounting software.
Defaults
Set default configurations for itineraries and bookings, including terms and conditions, logos, currencies, exchange rates, and payment schedules.
Tasks
Create and manage task templates for your organisation.
Customise
Customise your itinerary templates to match your brand.
Integrations
Connect Tourwriter to third-party tools and services.