Overview
If you've been invited to use Tern through your agency, it's important to make sure you have your default settings configured correctly!
If you haven't been invited to an agency on Tern, or are an Agency Owner looking to get started, we recommend checking out this article on Team Management first.
What is a 'default agency'?
The best way to think about how this works in Tern is - "do I want my trips/commission data/contacts to be shared with my Agency Owner by default, unless I decide not to share something?"
For most advisors in Tern, if you are affiliated with an agency, the answer is YES. As a part of working with that agency, you want your Agency Owner to have access to your trips/contacts in case you are sick unexpectedly or out of town. You want commission data to sync automatically to that agency when you mark something as 'booked', etc.
For some advisors, this might not be the right fit. Perhaps you typically use your own IATA number for trip planning and bookings, but use a host agency's IATA from time to time. Or maybe you are transitioning to a different agency who does not use Tern yet, and no longer want to share things by default with your previous Agency owner.
Setting up your default agency
When you are invited to join an agency in Tern, if it is the first agency you have been invited to, that agency will be your "default agency"
To review your current default agency, go to Settings, and select Agency Details. You'll see a 'Default' label added to the first agency you have joined.
To remove or change your default agency, select the 3-dot menu
You can fully remove the default and manually select which agency, if any, you want to share trips and bookings with each time. Or you can use the same menu to set a different agency as your 'default'.
How this will be used
1. Your default agency will determine your default commission rate, when logging expected commission for your bookings
2. Your default agency will show automatically in the 'bookings' modal
You can always remove the accreditation before marking each activity as 'booked', if you did not use your agency's IATA for that specific booking.
Once you have marked each activity as 'booked', data will be shared with your agency owner
They will be responsible for logging supplier payments, and sharing commission status with you for each activity you book through them. Learn more about commission reconciliation.
3. New trips you create after joining your agency will be shared with the Agency Owner/Admins by default
You can remove agency access on the bottom right of the trip overview tab. For older trips you created before joining your agency, you can go back and grant agency access the same way. Learn more about trip collaboration.
4. New contacts you create after joining your agency will be shared with the Agency Owner/Admins by default
