Agency Hub

The Agency Hub is your team's home base. Every team member can open it, and it opens on the tab you used last.

Tabs at a Glance

Owners and admins also get a Manage menu at the top right, with Team settings, Hub settings and Reports.

Announcements

Announcements are the first tab on the Agency page. Owners and admins post them, and the whole team can answer right underneath, so a question about a new commission bonus or an office closure stays with the post instead of scattering across texts and email.

Posting an announcement

1. Go to Agency → Announcements
2. Click New announcement
3. Add a Title, an optional Emoji, and your Message (rich text, with a Preview button)
4. Choose how it behaves:
   • Allow replies (on by default). Your team can comment underneath.
   • Pin to top. The post stays first until you unpin it.
   • Ask the team to confirm. Adds a Got it button and shows who has confirmed.
5. Click Publish to N people

Your team also gets a small popup the next time they open JourneyFuse.

Replies and @mentions

Anyone on the team can reply. Type @ in the reply box to pick a teammate, and they get a bell notification even if they have not opened the post. The newest announcement opens with its replies showing. Older ones fold into one line, such as "3 replies · last from Priya", and open with a click.

Who gets a bell for a reply:

• The person who posted the announcement
• Anyone who already replied on it
• Anyone @mentioned in the reply

Everyone else just sees the reply count on the card. Clicking the bell takes you straight to the announcement with its replies open.

You can delete your own replies. Owners and admins can delete any reply.

Reactions

Use the smiley button to react with 👍 🙌 🎉 ❤️ 😂 or 👀. Hover a reaction to see who added it. Reactions are a quick way to agree without a reply from every person.

Seen by and Got it

Every card shows Seen by X of Y, counting teammates who have opened the Announcements tab since it was posted. When you asked the team to confirm, it shows Confirmed by X of Y instead, and teammates see a Got it button.

Owners and admins can click the count to see exactly who has not seen or confirmed it yet. The To confirm filter at the top lists anything still waiting for your own confirmation.

Pinning, editing and deleting

Owners and admins use the ⋯ menu on a card to pin or unpin, edit, or delete it. Deleting an announcement removes its replies too.

Long announcements fold to a few lines with a Read more link, so one long post doesn't push everything else off the screen.

Starting from scratch? When there are no announcements yet, owners and admins can start from a ready-made draft: FAM trip, Supplier promo or Office closure. Fill in the bracketed parts and publish.

Solo advisors: with no team, the tab stays a simple place to post notes. Replies, reactions and Seen by appear once someone joins your agency.

Team board

The Team board (formerly Feed) is where teammates talk to each other: ask a question, share a tip, offer to mentor someone. Announcements are one-way news from the agency; the Team board is for everyone.

Posting

1. Go to Agency Hub → Team board
2. Click the Ask the team, share a tip, offer to mentor… box at the top
3. Add a short title and a few words
4. Pick what kind of post it is: Questions, Tips, Mentorship or Training
5. Click Post

The kinds appear as filter chips above the posts, each with a count. A chip only shows once there's a post of that kind. Older posts filed as Announcement still show, under their own chip.

To set an expiration date, edit the post after posting: the ⋯ menu on your post has Edit, where you can pick a date it hides itself.

Expressing Interest

Every post has an "I'm Interested" button. When a teammate clicks it, the post author receives a notification. This is a lightweight way to connect — no need to hunt for email addresses or send separate messages.

Example: An agent posts "Looking for someone who speaks Italian to help with a Tuscany villa group." Three teammates click "I'm Interested," and the author can follow up directly.

Pinned Posts

Admins can pin important posts to the top of the Team board so they don't get buried. Pinned posts stay at the top regardless of when they were created.

Good candidates for pinning:

• New supplier partnerships or preferred vendor updates
• Upcoming training deadlines
• Policy changes that affect the whole team

Managing Posts

• Your own posts: Edit or delete them at any time using the menu on the post card
• Admins: Can remove any post from the Team board (useful for outdated or off-topic content)
• Expired posts: Posts with an expiration date automatically disappear from the Team board after that date — no cleanup needed

Directory

The Directory lists everyone on your team. Owners and admins come first, then everyone else by name.

Cards or a list

Use the two buttons beside the search box to switch between cards (several to a row) and a one-line list, which is easier to scan on a big team. Your choice is remembered on that device.

Each person shows:

• Name and, for owners and admins, their role
• Up to three specialties (hover +2 to see the rest)
• A short bio (click it to read all of it)
• Email, with a button that copies it, and phone

Searching and filtering

Type a name or specialty into the search box, or pick one from the Any specialty menu. The menu lists each specialty once, with how many people have it, even when people typed it differently ("Luxury Resorts" and "luxury resort" count as one).

Editing your own card

On your own card, click Edit (or Add specialties) to change your specialties, and Visibility settings to choose which details others see.

Hiding someone from the Directory

Owners and admins can hide a person, such as a shared login or an integration account: click ⋯ on their card → Hide from directory. The hidden people are listed under N hidden from the directory at the bottom, with Show again next to each. Deactivated team members are left out automatically.

Training

Training is where you build your own onboarding: for example "New agents, new to travel", "Experienced agents" and "Support staff". It sits alongside JourneyFuse Training, which teaches the software itself.

Paths and steps

A path is a list of steps taken in order. A step opens either:

• A link: a YouTube or Loom video, a Google Doc, a Canva presentation, any web page
• A file: a PDF, slides or a document. Upload it right from the step, or pick one already in Files. New uploads go into the Training folder in Files.

Each step shows a small label (Video, Document, Slides, File or Link), so your team knows what they're opening.

To add a step: click Add step, give it a title, choose A link or A file, and type a Path name (or pick an existing one). Inside a path, use Add a step to … at the bottom. Hover a step to move it up or down, edit it, or delete it.

Who sees a path

Click the people label next to a path's name (it says Everyone to start), then tick:

• Roles: Owners & admins, Advisors, Support staff
• And these people: anyone by name, for example the advisors who are new to travel

Leave everything unticked to show the path to everyone. Team members only see the paths meant for them. New team members see the paths for their role as soon as they join, so their onboarding is waiting for them on day one. Owners and admins see every path, marked "Not one of your paths" where it doesn't apply to them.

Sign-offs and progress

Click Sign-off settings to turn on Ask for a sign-off. Each step then gets a Mark complete button, and the team member signs a short statement, which is kept as a record with their name and the time.

With sign-offs on:

• Each person sees Your training at the top, with how far they are and their Next up step, which has a Start button
• Each path shows a progress bar
• The Training tab shows how many steps you have left
• Complete them in order keeps each step locked until the one before it is signed off

Owners and admins also see Team progress: one row per person and one column per path (for example "2/5"). People a path isn't assigned to are marked "Not assigned". Click a path to see every step for that path's people, then click a check mark to see the signed record or reopen it.

Files

Files keeps your agency's shared documents in one place: SOPs, trade show presentations, the W-9, rate sheets. Everyone on your team can open them. Clients never see them.

• Folders: click New folder, name it, then upload into it. Open a folder and use Rename to rename it.
• Upload: click Upload (it uploads into the folder you have open), or drag files onto the page. Files can be up to 10MB each.
• Move or delete: use the ⋯ menu on a file to move it to another folder, take it out of a folder, or delete it.

Owners, admins and support staff can upload, move and delete. Everyone else can open and download. The same files also appear on the Agency files row at the top of the Suppliers page.

Admin Controls

Agency owners and admins can enable or disable the Team board and Directory tabs from the workspace settings.

How to Configure

1. Go to Settings → Agency → Agency Hub (or Manage → Hub settings in the hub)
2. Toggle Team board on or off
3. Toggle Directory on or off

Both toggles are enabled by default when your agency is set up. Disabling a tab hides it from all team members (including admins) on the Agency page.

When you might disable a tab:

• Small team where everyone already communicates through other channels (Team board)
• Solo advisor account where a Directory isn't needed

FAQ

Who can see the Agency Hub? All team members can see Announcements, the Team board and Directory (if enabled), Training and Files. The Admin tab is visible only to owners and admins.

Can I hide a training path from some of my team? Yes. Click the people label next to the path's name and choose roles or people. Paths are an organizing tool, not a lock: they keep each person's list focused on what is meant for them.

Do I need to do anything to set it up? No. The Team board and Directory tabs are enabled by default. Your team can start using them immediately.

Can agents post to the Team board, or is it admin-only? Any team member can post on the Team board. Admins have additional powers — they can pin posts and remove any post.

What happens to posts when an agent leaves the agency? Posts from former team members remain visible on the Team board unless an admin removes them.

Is there a limit to how many posts can be on the Team board? No hard limit. Older posts naturally scroll down, and expired posts auto-hide, so the board stays manageable over time.

Can I see who clicked "I'm Interested" on my post? Yes. The post author receives a notification for each person who expresses interest, so you know exactly who to follow up with.