Settings Overview

 

The Settings tab is where you manage your Roles and Permissions, Billing, API integrations (like Unsplash and ChatGPT), default legal details for your itineraries, and your Trove settings.

 

User

  • The User tab is the first selection under the Stats heading. Here, you can easily view the users on the Toursoft platform. This includes viewing contact information, roles, and activity status. You can also change certain profile information, depending on your role permissions, which are managed in the following tab.

 

Roles and Permissions

  • Roles and Permissions is where you can view and manage your roles and the roles of team members for whom you are responsible. Without this tab, you would not be able to let your team work on itineraries at all! Make sure to spend some time here so you can understand who is doing what.

 

Billing

  • The Billing tab is where you manage your subscription to Toursoft. Here, you can see your payment details, next invoice date, and which subscription you currently have (and if you wish, change your subscription). On the bottom, you will find your transaction history.

 

Legal Information

  • The next tab is Legal Information. Here, you can view Toursoft’s conditions of use as well as some of our company policies. This is a place you can find useful information such as recommendations for travel insurance, visa information etc.

 

Company Profile

  • And the final tab, Company Profile. Here is where you can personalize your agency’s face on the platform. Add your company logo, name, and contact information and set your company preferences such as default currency, language and conversion margin.