Skip to main content
This guide is for Owners and Admins only. If you’re a Supervisor or User, you can skip to the next section.

​
Organization

​
General Settings

In General Settings, you can upload your company logo and fill out your company’s contact information. This information will show up on your web proposals and web itineraries. If you leave a field empty, it will not show up on the web proposal/itinerary.
1

Go to General Settings

Navigate to Settings > Organization > General Settings
2

Upload Your Logo

Upload your organization logo. This will appear on proposals and itineraries (unless you enable white-label mode)
3

Add Contact Information

Fill out your company’s contact information:
  • Company name
  • Phone number(s)
  • Email
  • Website
Only fields you fill out will appear on your web proposals and itineraries. Leave fields empty if you don’t want them displayed.
General Settings also has an Invoicing tab where you can configure your company details for invoices — including the company name, logo, and bank information that appears on invoice PDFs and the public invoice view.

​
Branding

Customise the visual style of your web proposals and itineraries. Everything set here applies across all proposals and itineraries for your organisation. Colors Four color settings control the look of your proposals and itineraries:
SettingWhat it controls
Primary colorMain accent color — used for headings, highlights, and key UI elements
Button backgroundColor of buttons (e.g., “Get directions”, CTAs on the web view)
Card primaryBackground color of service cards
Background primaryOverall page background color
A live preview updates as you change colors so you can see the result before saving. Fonts Two font settings control typography across all proposals and itineraries:
SettingWhat it controls
Heading fontUsed for day titles, section headers, and service names. Choose from a curated selection of serif and sans-serif display fonts (default: Playfair Display)
Body fontUsed for descriptions, details, and supporting text. All options are clean, readable fonts (default: DM Sans)
Fonts cannot be changed per proposal — whatever is set here applies to all proposals and itineraries. Only Admins and Owners can update branding settings.
1

Access Branding Settings

Go to Settings > Organization > Branding
2

Choose Your Colors

Set four colors that control the look of your proposals and itineraries:
  • Primary — main brand color (headings, accents)
  • Button — call-to-action button color
  • Card — background color for content cards
  • Background — overall page background color
3

Choose Your Fonts

Pick two fonts to define your typography:
  • Heading font — used for titles and section headings
  • Body font — used for all body text and descriptions
Both are chosen from a curated list of Google Fonts. The live preview updates as you select.
4

Preview Your Theme

A live preview card at the top of the page shows how your colors and fonts will look together before you save.

​
Team

Set up your team members and their roles.

​
User Roles

Odia has four user roles with different levels of access:
Full system control - Only one Owner per organizationUnique permissions:
  • Transfer ownership to another user
  • All permissions of Admin role
The Owner has complete access to all features and settings.
Administrative accessSettings & Configuration:
  • Configure all settings (categories, areas, branding, custom fields, purchase orders)
  • Manage users and assign roles
  • Access all financial settings
Operations:
  • Create and edit services
  • Create proposals and itineraries
  • Create and manage suppliers, travel agencies, and all contacts
  • Send purchase orders
  • View all organization data
Operational management accessContent Management:
  • Create and edit services
  • Create proposals and itineraries
  • Create and manage suppliers, travel agencies, and all contacts
  • Send purchase orders
Limitations:
  • Cannot manage users or assign roles
  • Cannot configure organization settings
Basic operational accessWhat Users can do:
  • View services (cannot create or edit)
  • Create proposals and itineraries
  • Create and manage suppliers, travel agencies, and all contacts
  • Send purchase orders
Limitations:
  • Cannot create or edit services
  • Cannot manage users or assign roles
  • Cannot configure organization settings
Choosing the right role:
  • Admin - For managers who handle settings and oversee operations
  • Supervisor - For team members who create services and manage trips
  • User - For team members who only build proposals & manage itineraries

​
Assigning Roles

1

Team Members Sign Up

Have team members sign up at odia.app using their work email. If their email domain matches your organization, they’ll automatically join.
2

Access User Management

Go to Settings > Organization > Team > Roles & Permissions
3

Assign Roles

Select the appropriate role for each team member based on their responsibilities
Only Owners and Admins can assign user roles.

​
Terms & Policies

Add your terms and conditions and policies. These will show up on your web proposals and itineraries.
1

Go to Terms & Policies

Navigate to Settings > Organization > Terms & Policies
2

Add Your Terms

Paste your terms and conditions
3

Add Policies

Add privacy policy, cancellation policy, or any other policies you need

​
Content Management

​
Categories

Service categories help organize your services and make them easier to find when building proposals. Categories are displayed in a table showing each category’s name and icon, how many services use it, and when it was created. Categories are grouped under template headers (e.g., Accommodation, Activities, Transportation) and sorted alphabetically within each group.
1

Go to Categories

Navigate to Settings > Content Management > Categories
2

Add a Category

Click “Add Category”. Fill in the category name, choose an icon, and assign it to a template group (required — this controls how it is grouped in the table)
3

Add Your Core Categories

Start with the service types you offer, for example:
  • Accommodation
  • Activities
  • Transportation
  • Dining
  • Tours & Guides
You can have as many categories as you need, but it’s recommended to have at least 10 services per category. Use the search bar at the top of the categories table to quickly find a specific category. To make subcategories, use tags — for example, under “Accommodation” create tags like “Hotel”, “Lodge”, or “Villa”.
You can only delete a category if it has no services assigned to it. The delete button is disabled when a category is in use — the number of assigned services is shown in the Services column of the category row. To remove a category, first reassign all its services to a different category. Alternatively, rename the category — all services will automatically use the new name.

​
Tags

Tags let you create subcategories and filters within your service library. They’re created inline when adding them to services — type the tag name in the Tags field on any service and click “Add as new tag”. You can manage all existing tags in Settings > Content Management > Tags. From there you can see how many services use each tag, search across all tags, and delete any that are no longer needed.
Use tags to add detail within a category. For example, under “Accommodation” you might create tags like “Hotel”, “Lodge”, “Camp”, or “Villa” to help designers filter services quickly when building proposals.

​
Countries & Areas

Areas are the specific locations where you offer services. These will appear on proposals and itineraries that travellers see.
1

Add Countries First

Go to Settings > Content Management > Countries & Areas and click “Add Country”
2

Add Areas Within Countries

Click “Add Area”, select the country, and add the specific location name (city, region, or destination)
3

Use Recognizable Names

Use names travellers will recognize like “Paris”, “Bangkok”, or “Cape Town” - not abbreviations or internal codes
4

Map Areas to Google Maps (Recommended)

After creating an area, click the edit icon and map it to the corresponding Google Maps location. This enables interactive maps on proposals showing trip destinations.
Areas appear on itineraries that travellers see, so use clear, recognizable destination names. Add areas where you actually operate - don’t create areas with no services yet. Map all your areas to Google Maps locations when you first create them to enable interactive maps on proposals.
About Maps on Proposals: When areas are mapped to Google Maps locations, proposals automatically display an interactive map in the overview section showing all destinations. This helps travellers visualize the geographical scope of their journey. The map can be hidden at any time from the Journey Designer — open it via the orange eye button on any proposal or itinerary, then toggle Show map in the Display Settings panel.
You can only delete a country if it has no areas assigned to it. Areas can be archived at any time — if the area is in use, you’ll see a warning showing how many services, proposals, and other records reference it. Archiving hides the area from future selection but does not affect existing records, which keep their area assignment.

​
Custom Fields

Add organization-specific fields to contacts, organizations (suppliers/agencies), or purchase orders. Custom fields let you track information specific to your operations. You can add fields like passport numbers for travellers, commission rates for agencies, or room types for accommodation purchase orders.
Only Admins and Owners can create, edit, or delete custom fields. This ensures consistency across your organization.
1

Go to Custom Fields

Navigate to Settings > Content Management > Custom Fields
2

Click Add Custom Field

Click “Add Custom Field” button
3

Select Entity Type

Choose where the field will be used:
  • Contact (travellers, agents, supplier contacts)
  • Organization (travel agencies and suppliers)
  • Itinerary Service (purchase orders sent to suppliers)
4

Choose Field Type

Select the appropriate field type: Text, Numeric, Boolean, Date, Multi-Option, or Reference
5

Configure and Save

Enter field name, mark as required or optional, and save
Start simple with custom fields. Don’t create too many upfront - add them as you identify the need. Focus on data you’ll consistently use.

​
Purchase Order Fields

Configure which fields appear on purchase orders sent to suppliers, per service category. This is separate from the email settings — it controls the content of the PO itself. Navigate to Settings > Content Management > Purchase Order Fields to:
  • Select which fields to include on POs for each service category (e.g., check-in time and room type for Accommodation, pickup time for Activities)
  • Add custom fields to purchase orders
  • Set the display order of fields
  • Mark fields as required or optional
Set up purchase order fields per category so that when you send a PO, all the information a supplier needs is already structured and consistent. Required fields must be filled out before a PO can be sent.

​
Financial

​
Pricing Rules

Configure how your services are priced and how commissions are structured for travel agents. Navigate to Settings > Financial > Pricing Rules, which has two tabs: Markups tab Create markup rules that automatically calculate selling prices based on your costs:
  • Add markup tiers (e.g., “Standard 20%”, “Premium 30%”)
  • Assign markups to all categories or specific ones
  • Set a default markup that applies when no other rule matches
Commissions tab Set up how travel agent commissions work across your organisation. Choose between two pricing methods:
MethodHow it worksBest for
Commission-Exclusive (Variable Pricing)Commission is added on top of your net price. Each agent sees a different final price depending on their commission tier. Your margin is always protected.DMCs who want to protect their margin regardless of agent
Fixed Selling PriceAll agents pay the same price. The price is calculated using the highest commission tier. Margin varies per agent.DMCs who prefer a hotel-style fixed rate for all agents
Create commission tiers (e.g., “Silver 5%”, “Gold 10%”) and assign them to travel agents in their CRM profile.

​
Currencies

Add the currencies you use in your proposals.
1

Go to Currencies

Navigate to Settings > Financial > Currencies
2

Add Currencies

Click “Add a Currency” and select from the list
3

Set Default Currency

Choose which currency will be the default for new proposals
You can change the currency on individual proposals and even on individual services within a proposal if needed.
The Currencies settings also has an Exchange Rates tab (available once you have two or more currencies). Set the rate between any two currencies (e.g., 1 USD = 0.92 EUR) so Odia can convert costs and prices automatically across your proposals.
You can only delete currencies that are not being used in any proposals. If you need to delete a currency that is in use, first update all related proposals to use a different currency.

​
Communications

​
Email Configuration

Connect your inbox so your team can send purchase orders and supplier emails directly from Odia. Go to Settings > Communications > Email Configuration to connect a shared inbox or allow team members to use their personal inboxes.

​
Purchase Order Email Settings

Configure the email behaviour for purchase orders at Settings > Communications > Purchase Orders:
  • Set a default email text that pre-fills when sending a PO (your team can still edit it per send)
  • Add a CC address if you want to receive copies of all purchase orders sent
  • Choose whether POs are sent from personal inboxes or a shared inbox
To configure which fields appear on the purchase order itself (e.g. room type, pickup time), go to Settings > Content Management > Purchase Order Fields — that’s where you control PO content per service category.

​
WhatsApp

If your organisation uses WhatsApp to communicate with suppliers or clients, connect your WhatsApp account under Settings > Organization > WhatsApp. You can also customise your default WhatsApp message templates in Settings > Communications > WhatsApp Messages.

​
Setup Complete!

Once you’ve completed these settings, your team can start:
  • Adding services to your inventory
  • Creating suppliers and contacts
  • Building proposals for clients

View Detailed Settings Documentation

For more detailed information about all settings, check the full Settings documentation.