Help centre › Your team and your account

A guide to Settings

What is in each Settings tab and who can use it.

3 min read

Open Settings from the left bar. You only see the tabs your role allows.

General Admins	Your company's name, website, country and phone, your main currency, your time zone, and whether you use Leads. New bookings, invoices and payments start in the main currency; each keeps its own, so changing it never converts anything already saved.
Team	Invitations, roles and access. See Invite your team.
Plan & billing	Your seats, your plan, your storage, and for Admins the subscription. See Plan and billing.
Language and notifications	Your language (Arabic or English) and which emails you receive. See Email notifications.
Lead form Admins	Your website form: on or off, what it asks, and who receives the enquiries. See Leads and your website form.
Invoicing	Your legal details, TRN and bank details on invoices, VAT for each kind of booking, and the invoice format. Admins change them. See Invoices and payments.
Permissions Admins	What each role may do, including who can reveal passport numbers and download passport and visa files.
Document types Admins	Add your agency's own document types to SunTrip's. See Documents.
Import data	Add many customers and travellers from a spreadsheet. See Import and backup.
Backup Admins	Download every customer and traveller as one spreadsheet.

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