Team & Settings

Team Members (Staff Directory)

Go to Team Members under People (admin/manager only). This is your staff directory — the people you assign tasks to. Adding someone here does not give them a login.

Its role is a job title, not a permission, and its staff type is what the guide and driver pickers read. The whole page is in Team Members.

Team Members staff directory with job-title roles, departments, and filters

User Management

User Management (admins and owners) controls who can log in to your workspace:

• Invite User — enter an email and pick a role. You can give a role below your own: an admin invites managers, members and viewers, and an owner can also invite admins. Nobody is invited as an owner. Each invite takes a seat on your plan, and an invite is refused when the plan is full.
• If the invitation email could not be sent, the page says so and gives you the link to pass on yourself.
• Pending and Expired invites can be resent (with a fresh link and a new expiry date) or revoked.
• Change a user’s role from the dropdown, or deactivate them. You cannot change your own role or deactivate yourself, only an owner acts on an owner, and the last active owner or admin cannot be deactivated or demoted.
• Deactivating someone removes their access to this workspace only; any other company they work with is untouched.
• Someone who already works for another company on Autoura accepts with their usual password; they switch between companies from the Company picker in the sidebar.

User Management page with users, roles, and invitation management

Your own settings (every role)

• My profile — click your name at the bottom of the sidebar. Change your name, phone, company name and photo, change your password, and see Your Activity (when your company has Activity Summaries on).
• Email (/settings/email; admins, managers and members) — connect your own Gmail, used to read and reply to client email in the Inbox.
• Email Signatures (Communication group) — your signatures; the default one is added to the reply composer.

The Settings page (admins)

Settings, at the top of the Settings group, has four tabs:

Profile

Your name, phone and photo; your email and role are shown, not edited here.

Email

Your Gmail connection, and a link to Email Signatures.

Notifications

• Email and in-app switches for your notifications.
• Task Due Soon (24 hours before) and Task Overdue reminders follow their switches.
• Task Assigned — when a task is assigned or reassigned to you (not when you assign it to yourself). Task Completed — when a task you created is completed by someone else. Both by email and in the app, as the two switches above allow.

Preferences

Your own starting points, plus shortcuts to the settings below:

• Default Service Tier, Default Currency — preselected in the Pricing Grid; the currency is also the one figures are shown in.
• Default Profit Margin — your margin on new quotes. It comes before your company’s house margin; a margin typed on a quote always wins. 0% is allowed.
• Cost Calculation Mode — the mode a new itinerary you create starts in: Auto-Calculate (costs from your rates) or Manual Entry (costs editable, with the rates’ figures filled in). Each itinerary’s own switch still changes one trip.
• Exchange Rates — your company’s rates. Refresh from API loads the market rates; a rate you change is marked Custom, and only the rates you change are saved.

Settings page Preferences tab with cost mode, tier, margin, and currency defaults

Your words, places and standard days (admins)

• Your Vocabulary — the 40 lists behind your dropdowns: tiers, supplier types, vehicles, meal types and more.
• Attraction Names — your tours name a sight one way, your entrance-fee sheet may name it another. Say which fee a wording means and every tour using it is priced from that fee. The top panel lists every wording in your tours that reaches no fee — each is a gap in the price.
• Day Blocks — your standard days, kept once: what each includes and where its night is. Export the sheet, edit it in Excel or Google Sheets and import it back; you see what would change before anything is saved. A paid sight with no fee behind it is flagged.
• Destinations — the countries you operate and the cities you sell. Every city dropdown follows this list. A country or city the catalogue lacks can be added (names are matched without regard to capitals, so “luxor” finds Luxor); additions join the shared catalogue.
• Seasonal Premiums (admins and managers) — your peak dates and the premium you charge on them.
• Extras & Upgrades — the add-ons you sell on top of a trip.

Changes to lists and destinations reach every open screen within five minutes, or at once on a reload.

Organization, Billing & the rest

Organization

• Basic Information — company name and contact email; your house, minimum and deposit percentages and the days a deposit is due (left blank, the platform defaults apply); the company timezone; the country you operate in and the governing law for contracts; and the rates currency your supplier rates are kept in (changing it asks you to confirm, as existing rates are not converted).
• Limits — set by your plan.
• Team Activity — switch on Activity Summaries.
• Branding — logo and primary and secondary colours, used on your documents. If the logo fails to upload, nothing is saved.
• Document header & footer — tagline, phone, website, address, licence and tax numbers, and a footer note.

Billing and Subscriptions

Your plan, its price and your usage against its limits; Upgrade opens the plans; Manage Billing opens the Stripe portal for cards and invoices.

Departments

The teams tasks are routed to: each department names the kinds of service it handles, and the tasks generated for a trip go to the department that claims them.

Copilot Settings

Proactive draft pre-generation drafts replies in the background so they are ready when someone opens the thread; they still need a person to send them. WhatsApp AI auto-reply lets the bot answer WhatsApp messages on its own, with no review — leave it off unless you have decided to; it can only be switched on once the Autoura team has enabled it for your workspace.

WhatsApp

WhatsApp runs on Autoura’s WhatsApp account; your number is connected by the Autoura support team, not entered here. The page shows whether it is set up, sends a test message, and holds the same AI auto-reply switch.

Capacity Calendar

(Operations group; admins.) A month view of your departures and your limit of groups per day. Set the default for every day (blank = no limit) and change single days, or close one. A day’s groups are your live bookings on the ground that day plus any you enter as booked outside Autoura. A booking that would go over a day’s limit, or fall on a closed day — from a quote or by confirming an itinerary — is refused with the days named; a manager or admin can book it anyway. The WhatsApp assistant’s availability answers count the same way.

Support Chat

The chat button on every page messages the Autoura support team; replies arrive in the widget and by email.

Working in Other Languages

Autoura handles client messaging in 29 languages. Client-facing documents — quotes, invoices, receipts, vouchers — are generated in English today; additional document languages are on the roadmap.

Translating a Conversation

1. Open a WhatsApp or email conversation
2. Open the translation panel on the message
3. The language is detected automatically; pick a different one if the detection is wrong
4. Use Re-translate if you want another pass

Replying in the Client's Language

The AI copilot drafts replies in whatever language the client wrote in. You review and approve every draft before it is sent — nothing goes out automatically, unless an admin has switched on WhatsApp AI auto-reply.