Workspace & Agency Settings

Your workspace settings control how JourneyFuse looks and works for your agency. The experience adapts based on whether you're a solo advisor or running a team.

Solo Advisor Settings

If you're a solo advisor, the sidebar shows My Business instead of "Agency." Your settings include:

• Agency info — your business name, phone, email, address
• CLIA / ARC / IATA numbers — your agency credentials
• Host agency details — your host's name, address, phone, CLIA, IATA, and website
• Commission split — your default split percentage (managed on your Profile page)
• Branding — logo, accent color, tagline, and email signature

Team / Agency Settings

For multi-agent workspaces, the sidebar shows Agency. Additional settings include:

• Lock agency info — prevent agents from editing workspace-level agency settings
• Allow sub-agency branding — let agents display their own business name on proposals
• Allow agent lead claiming — let agents claim unassigned leads
• Commission settings — managed on a separate Commission page (owners/admins only)

Who Can See What

Setting	Solo	Agent	Admin/Owner
Agency info	Full access	View (or edit if unlocked)	Full access
Commission config	On Profile page	Personal split on Profile	Commission page
Branding	Full access	Locked if sub-branding is off	Full access
Team management	N/A	N/A	Full access
Feature toggles	N/A	N/A	Full access

Branding

Customize how your agency appears to clients across proposals, invoices, the client portal, and emails:

• Logo — displayed on all client-facing pages
• Accent color — applied to buttons, headers, and highlights
• Tagline — shown under your agency name
• Email signature — appended to outgoing emails

Emergency Contact

Set an emergency contact phone number that appears in client-facing itineraries and the portal. Useful for travelers who need to reach someone while on the road.