Manage users, roles, pricing rules, organization settings, and audit trails.
The Super Admin screen at Admin > Users > User Management: creating users, editing, password resets, deactivating versus archiving, and bulk activate/deactivate.
What each of the eight roles can reach, why there is no role hierarchy, and how to change a user's role.
Creating an organization with the five-step wizard, then where departments, sections, budget codes, locations and user types are configured.
Create and manage markup rules on the Pricing & Markup screen, and understand how the live calculation actually applies them.
Set the agency identity, contact details, logo, banking and commission defaults that appear on your printed documents.
Read the Audit Logs screen, filter it, export it, and understand what retention and purging mean for your records.
The four built-in permission profiles, creating custom profiles, assigning them to consultants, and the per-consultant restriction limits.
Admin > Settings > General Settings: site details, notifications, password policy, MFA, session timeout, login lockout, integrations, settings backup and audit log retention.
The CSV format, preview validation, temporary passwords and credential download, failure reports, and the Export CSV round-trip.
Administration > Admin Dashboard: the seven tabs for departments, sections, user types, travel policies, budget codes, locations and purpose categories.
Administration > Settings: company details and logo, travel policy limits, notification recipients and integration providers.
Organizations > All Organizations: the list and filters, adding an organization, editing, deactivating and archiving, and what deactivation does to users.
Administration > User Management for Organization Admins: creating users with department, section, user type, approval chain and groups, then editing, deactivating and deleting.
Creating and maintaining user groups, and delegating approval authority with levels, amount caps, department scope and an expiry.
The six exemption types, requesting one, approving or rejecting it, and how exemptions expire or are revoked.
Consultant > Consultant Management: viewing the agency's consultants, editing, activating and deactivating, and how it differs from Consultant Permissions.