Open Settings
Click Settings (the gear) in the sidebar. The menu on the left lists every section. Use Find a setting to search it. A lock next to a section means Read only for you.Screenshot to add: the Settings page with the menu on the left.
Roles
Localflow has three roles: Owner, Admin and Member.- Team lead is not a fourth role. It is given per team, on top of Admin or Member.
- Only an owner can make someone an admin or an owner.
Who can change each section
Members and team leads can open the other sections to read them.
Settings pages in this help
Teams and people
Invite people, make teams and choose team leads.
Hotel price lists
Add hotel tariffs and check them for costing.
Suppliers
Add hotels, transport, guides and other suppliers.
Writing style
Choose how the assistant writes day text.
Payment terms
Set the Payment line printed on each quotation.
Other settings
- Details: organisation name, country, default currency, business type, and Usual margin on new costings (a % or a per-person amount).
- Photos: the Show photos in itineraries switch and who can add photos.
- Branding: logo, Primary colour and Secondary colour.
- Template designs: the look of the customer itinerary.
- Hotels and places: the places your planners pick from on the Route tab. Names and towns only, no prices.
- Tax: your taxes, and how VAT, SSCL and service charge on supplier bills work for your company.