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Why User Permissions Matter

Different user roles can add different types of data. These permissions exist to keep control of your databases - your service inventory and CRM. This ensures data quality and prevents accidental changes to critical information. User role permissions:
  • Owners & Admins - Can add and edit everything
  • Supervisors - Can add & edit services, add service tags, suppliers, agencies, and contacts
  • Users - Can add suppliers, agencies, and contacts
Start with suppliers, then add services. Add your supplier organizations first, then when you create services, you can link suppliers to services right away. This makes it easier later when you’re working on itineraries and sending purchase orders.

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Adding a Supplier

Suppliers are the companies that provide services - hotels, tour operators, transport companies, restaurants, and other vendors.
Important: Supplier organizations must be created in the Suppliers section BEFORE they can be used in proposals or itineraries. You cannot create supplier organizations while working on a proposal.

Who can add suppliers?

Every user permission level
Suppliers can only be added from the Suppliers section:
  • Navigate to CRM > Suppliers
  • Click ”+ New Supplier” or “Add Supplier”
  • Fill out supplier organization details
Required:
  • Organization name
Recommended:
  • Service categories they provide
  • Areas where they operate
  • Email and phone
Optional:
  • Address
  • Website
  • Notes (rates, agreements, special terms)
  • Custom fields
  • Logo (Not used in Odia yet)

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Adding a Supplier Contact

Supplier contacts are the individual people you communicate with at supplier organizations.

Who can add supplier contacts?

Permission required: All users can add supplier contactsOnce a supplier organization exists, anyone can add contacts at that supplier.
Supplier contacts can be added in two places:1. From the supplier’s page:
  • Navigate to CRM > Suppliers
  • Click on a supplier organization
  • Click ”+ Add Contact”
2. While working on an itinerary:
  • When adding supplier details to a service
  • Select existing contact or create new contact
Required:
  • First name or last name
Optional:
  • Email
  • Phone
  • Role/position
  • Notes
  • Custom fields

Learn More About Suppliers

View the complete Suppliers documentation

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Adding a Travel Agency

Travel agencies are the companies that send you business - tour operators, travel agencies, and booking partners.

Who can add agencies?

All user permission levels
Agencies can be added from the Travel Agencies section:
  • Navigate to CRM > Travel Agencies
  • Click ”+ Add Agency”
  • Fill out agency organization details
Agencies can also be added directly from a proposal:
  • Click on the Travel agent field
  • Start typing the travel agent’s name and click “create”
  • Select the ‘Create new’ option under organisation
Required:
  • Organization name
Recommended:
  • Email and phone
  • Commission rate (this will be the default rate for all agents for that agency)
  • Logo (for branded proposals)
Optional:
  • Parent agency (if child agency)
  • Address
  • Website
  • Custom fields

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Adding a Travel Agent

Travel agents are the individual people who work at travel agencies.

Who can add travel agents?

Permission required: All users can add travel agentsOnce an agency organization exists, anyone can add agents at that agency.
Travel agents can be added in two places:1. From the agency’s page:
  • Navigate to CRM > Travel Agencies
  • Click on an agency
  • Click ”+ Add Agent”
2. While creating a proposal:
  • When adding travel agent information
  • Select existing agent or create new agent
  • Agent is automatically added to your CRM
Required:
  • First name or last name
  • Travel agency (which agency they work for)
Optional:
  • Email
  • Phone
  • Notes
  • Custom fields

Learn More About Travel Agents

View the complete Travel Agents documentation

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Adding a Traveller

Travellers are the actual passengers going on trips.

Who can add travellers?

Permission required: All users can add travellersTravellers are the passengers, so everyone needs to be able to add them when creating proposals.
Travellers can be added in two places:1. While creating a proposal (most common):
  • When creating or editing a proposal
  • In the travellers section, click “Add Traveller”
  • Select existing or create new
  • Automatically saved to your traveller library
2. From the Travellers section:
  • Navigate to CRM > Travellers
  • Click ”+ Add Traveller”
  • Fill out traveller information
Required:
  • First name and last name
Optional:
  • Display name (what shows on proposal/itinerary)
  • Date of birth
  • Email
  • Phone
  • Address
  • Notes
  • Custom fields
For repeat clients, always search and select existing traveller profiles to maintain complete travel history.

Learn More About Travellers

View the complete Travellers documentation

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Adding a Service

Services are the building blocks of your proposals - accommodations, activities, transportation, dining, and any other service you offer.

Who can add services?

Permission required: Supervisors and Admins onlyUsers cannot create services. This protects your service inventory from unauthorized changes.
Services can be added in two places:1. From the Services screen (recommended):
  • Navigate to Services
  • Click ”+ New Service”
  • Fill out the service information
2. While building a proposal:
  • Click on the ’+’ icon like you would like to add a service
  • In the service inventory tab click “Create New Service”
  • Service is added to your inventory and the proposal
Required:
  • Title (service name)
Recommended:
  • Category (Choose from the categories your admin has set in the settings)
  • Area (destination where service is offered)
  • Description
  • Images
Optional:
  • Headline
  • Internal notes
  • Tags
  • Suppliers

Learn More About Services

View the complete Services documentation

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Data Import Service

Need to import existing data from another system? Contact our support team at [email protected] for assistance with importing your data into Odia. If your data is in the right format, our team can do the import for you.

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Summary

Services

Who: Supervisors & Admins onlyWhere: Services screen or during proposal creation

Suppliers

Who: All usersWhere: CRM > Suppliers section only

Supplier Contacts

Who: All usersWhere: Supplier page or during itinerary work

Travel Agencies

Who: All usersWhere: CRM > Travel Agencies section only

Travel Agents

Who: All usersWhere: Agency page or during proposal creation

Travellers

Who: All usersWhere: Travellers section or during proposal creation