Overview
Agency admins can set a default that automatically makes every new trip agency-managed at creation. When this is on, advisors at your agency can't create unmanaged trips.
What "agency-managed" means
A trip is agency-managed when your agency retains access to the trip. The advisor working on the trip cannot remove the agency's access. Only an agency admin can remove agency access from an agency-managed trip after it's been created.
Who can change this setting
Agency admins only. Advisors cannot change this setting.
How to enable the default
Go to Settings.
Scroll to the Agency section and select Financial settings.
Toggle on the option to default all new trips to agency-managed under Advanced Settings
What advisors see after you enable it
When advisors at your agency create a new trip, the option to remove agency access is no longer shown during trip creation. The trip is automatically created as agency-managed by your agency.
Where this default applies
When the setting is on, the following types of new trips are automatically agency-managed:
New trips created from scratch
Trips created from a template
Trips created via AI assist
Group trips + sub-trips created from a group trip
Trips created via forms
What happens if you turn the setting off later
Turning the setting off only affects trips created after the change. Trips that were already created as agency-managed remain agency-managed. To remove agency access from an existing agency-managed trip, an agency admin must do it on that specific trip.